Medallion Wealth Advisors’s Carrier Global CARR Stock Holding History

Medallion Wealth Advisors’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	$772K	Sell	10,530 -2,253	-18%	-$147K	0.24%	102
2026 Q1	$720K	Sell	12,783 -54	-0.4%	-$3.2K	0.24%	94
2025 Q4	$678K	Buy	12,837 +2	+0%	+$111	0.23%	98
2025 Q3	$766K	Sell	12,835 -254	-2%	-$17.3K	0.27%	90
2025 Q2	$970K	Sell	13,089 -458	-3%	-$31.1K	0.37%	67
2025 Q1	$860K	Sell	13,547 -500	-4%	-$33.2K	0.39%	60
2024 Q4	$946K	Buy	+14,047	New	+$1.06M	0.47%	46

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

Medallion Wealth Advisors's CARR Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Carrier Global (CARR) stake by 18% in Q2 2026, selling an estimated $147K and leaving 10,530 shares worth $772K. The position accounts for 0.24% of the portfolio, ranked #102.

Medallion Wealth Advisors first reported a position in CARR in Q4 2024 and has held it in 7 quarters since. The position peaked at $970K in Q2 2025. 1,651 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Medallion Wealth Advisors held 10,530 shares of Carrier Global worth $772K as of Q2 2026.
Medallion Wealth Advisors sold 2,253 Carrier Global shares in Q2 2026, an estimated $147K.
Carrier Global made up 0.24% of Medallion Wealth Advisors's portfolio in Q2 2026, its #102 holding.
Medallion Wealth Advisors first reported a position in Carrier Global in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Carrier Global position peaked at $970K in Q2 2025.
1,651 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.