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Madison Wealth Partners’s Carrier Global CARR Stock Holding History

Madison Wealth Partners’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 		$294K Buy
4,002
+51
+1% +$3.33K 0.04% 211
2026
Q1 		$222K Buy
3,951
+162
+4% +$9.59K 0.04% 200
2025
Q4 		$200K Buy
3,789
+40
+1% +$2.22K 0.04% 201
2025
Q3 		$224K Sell
3,749
-64
-2% -$4.35K 0.04% 164
2025
Q2 		$279K Hold
3,813
– – 0.06% 132
2025
Q1 		$242K Hold
3,813
– – 0.06% 133
2024
Q4 		$260K Hold
3,813
– – 0.07% 128
2024
Q3 		$307K Hold
3,813
– – 0.09% 112
2024
Q2 		$241K Buy
3,813
+106
+3% +$6.51K 0.08% 111
2024
Q1 		$215K Hold
3,707
– – 0.08% 117
2023
Q4 		$213K Hold
3,707
– – 0.08% 111
2023
Q3 		$205K Buy
+3,707
New +$204K 0.1% 90
2022
Q1 		– Sell
-3,716
Closed -$202K – 82
2021
Q4 		$202K Buy
+3,716
New +$201K 0.1% 75

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Madison Wealth Partners's CARR Position: Q2 2026 in Review

Madison Wealth Partners increased its Carrier Global (CARR) stake by 1.3% in Q2 2026, buying an estimated $3.33K and bringing the position to 4,002 shares worth $294K. The position accounts for 0.04% of the portfolio, ranked #211.

Madison Wealth Partners first reported a position in CARR in Q4 2021 and has held it in 13 quarters since. The position peaked at $307K in Q3 2024. 1,651 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Madison Wealth Partners held 4,002 shares of Carrier Global worth $294K as of Q2 2026.
  • Madison Wealth Partners bought 51 Carrier Global shares in Q2 2026, an estimated $3.33K.
  • Carrier Global made up 0.04% of Madison Wealth Partners's portfolio in Q2 2026, its #211 holding.
  • Madison Wealth Partners first reported a position in Carrier Global in Q4 2021 and has held it in 13 quarters since.
  • Madison Wealth Partners's Carrier Global position peaked at $307K in Q3 2024.
  • 1,651 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.