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MBL Wealth’s Carrier Global CARR Stock Holding History

MBL 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 		$286K Buy
+3,901
New +$255K 0.02% 292
2025
Q3 		– Sell
-2,830
Closed -$207K – 251
2025
Q2 		$207K Buy
+2,830
New +$192K 0.02% 229
2024
Q4 		– Sell
-2,806
Closed -$226K – 223
2024
Q3 		$226K Buy
+2,806
New +$195K 0.02% 189

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

MBL Wealth's CARR Position: Q2 2026 in Review

MBL Wealth opened a new position in Carrier Global (CARR) in Q2 2026: 3,901 shares worth $286K. The stake represents 0.02% of the portfolio and ranks #292 among its holdings. This is a return to the name: MBL Wealth previously reported a position in CARR as recently as Q2 2025.

MBL Wealth first reported a position in CARR in Q3 2024 and has held it in 3 quarters since. 1,644 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • MBL Wealth held 3,901 shares of Carrier Global worth $286K as of Q2 2026.
  • Carrier Global was a new MBL Wealth position in Q2 2026.
  • Carrier Global made up 0.02% of MBL Wealth's portfolio in Q2 2026, its #292 holding.
  • MBL Wealth first reported a position in Carrier Global in Q3 2024 and has held it in 3 quarters since.
  • 1,644 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.