MPW
CARR icon

MASECO Private Wealth’s Carrier Global CARR Stock Holding History

MASECO Private Wealth’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 		– Sell
-130
Closed -$7.31K – 321
2026
Q1 		$7.31K Sell
130
-723
-85% -$42.8K ﹤0.01% 269
2025
Q4 		$45.1K Buy
853
+3
+0.4% +$167 ﹤0.01% 183
2025
Q3 		$50.7K Buy
850
+3
+0.4% +$204 ﹤0.01% 90
2025
Q2 		$62K Buy
+847
New +$57.5K ﹤0.01% 157

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 $3.38T AUM 44.17% 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

MASECO Private Wealth's CARR Position: Q2 2026 in Review

MASECO Private Wealth sold out of Carrier Global (CARR) in Q2 2026, closing a stake of 130 shares — an estimated $7.31K sold.

MASECO Private Wealth first reported a position in CARR in Q2 2025 and held it in 4 quarters. The position peaked at $62K in Q2 2025. 1,653 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • MASECO Private Wealth reported no remaining Carrier Global position as of Q2 2026 after selling out during the quarter.
  • MASECO Private Wealth sold 130 Carrier Global shares in Q2 2026, an estimated $7.31K.
  • MASECO Private Wealth first reported a position in Carrier Global in Q2 2025 and held it in 4 quarters.
  • MASECO Private Wealth's Carrier Global position peaked at $62K in Q2 2025.
  • 1,653 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.