Lugano Financial Advisors SA (LFA)’s Carrier Global CARR Stock Holding History

Lugano Financial Advisors SA (LFA)’s Portfolio CARR Stock Details CARR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$65.3K	Hold	890	–	–	0.04%	142
2026 Q1	$49.9K	Hold	890	–	–	0.03%	152
2025 Q4	$46.8K	Hold	890	–	–	0.02%	156
2025 Q3	$52.9K	Hold	890	–	–	0.03%	139
2025 Q2	$64.9K	Hold	890	–	–	0.04%	128
2025 Q1	$56.4K	Hold	890	–	–	0.04%	126
2024 Q4	$60.8K	Hold	890	–	–	0.04%	136
2024 Q3	$71.6K	Hold	890	–	–	0.05%	130
2024 Q2	$56.1K	Hold	890	–	–	0.04%	132
2024 Q1	$51.7K	Hold	890	–	–	0.04%	127
2023 Q4	$51.1K	Buy	890 +840	+1,680%	+$44.4K	0.04%	111
2023 Q3	$2.76K	Sell	50 -890	-95%	-$49K	﹤0.01%	175
2023 Q2	$46.7K	Buy	+940	New	+$41.4K	0.03%	137

Other funds holding CARR

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s CARR Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its Carrier Global (CARR) position steady in Q2 2026 at 890 shares worth $65.3K. The position accounts for 0.04% of the portfolio, ranked #142.

Lugano Financial Advisors SA (LFA) first reported a position in CARR in Q2 2023 and has held it in 13 quarters since. The position peaked at $71.6K in Q3 2024. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 890 shares of Carrier Global worth $65.3K as of Q2 2026.
Lugano Financial Advisors SA (LFA) left its Carrier Global share count unchanged in Q2 2026.
Carrier Global made up 0.04% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #142 holding.
Lugano Financial Advisors SA (LFA) first reported a position in Carrier Global in Q2 2023 and has held it in 13 quarters since.
Lugano Financial Advisors SA (LFA)'s Carrier Global position peaked at $71.6K in Q3 2024.
1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.