MWM
CARR icon

Meridian Wealth Management’s Carrier Global CARR Stock Holding History

Meridian Wealth Management’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 		$512K Buy
6,985
+443
+7% +$29K 0.02% 538
2026
Q1 		$368K Buy
6,542
+3
+0% +$178 0.01% 602
2025
Q4 		$346K Sell
6,539
-1,266
-16% -$70.4K 0.01% 586
2025
Q3 		$466K Buy
7,805
+1,250
+19% +$84.9K 0.02% 496
2025
Q2 		$480K Buy
6,555
+285
+5% +$19.3K 0.02% 450
2025
Q1 		$398K Buy
6,270
+240
+4% +$15.9K 0.02% 463
2024
Q4 		$412K Hold
6,030
– – 0.02% 454
2024
Q3 		$485K Buy
6,030
+137
+2% +$9.54K 0.02% 413
2024
Q2 		$372K Buy
+5,893
New +$362K 0.04% 205
2024
Q1 		– Sell
-6,220
Closed -$357K – 232
2023
Q4 		$357K Buy
6,220
+100
+2% +$5.29K 0.02% 455
2023
Q3 		$338K Sell
6,120
-100
-2% -$5.5K 0.02% 434
2023
Q2 		$309K Hold
6,220
– – 0.03% 428
2023
Q1 		$285K Sell
6,220
-150
-2% -$6.71K 0.02% 439
2022
Q4 		$263K Sell
6,370
-154
-2% -$6.25K 0.03% 449
2022
Q3 		$232K Sell
6,524
-317
-5% -$12.5K 0.03% 422
2022
Q2 		$244K Buy
6,841
+877
+15% +$34.4K 0.02% 478
2022
Q1 		$274K Buy
5,964
+1
+0% +$47 0.03% 329
2021
Q4 		$323K Buy
5,963
+1
+0% +$54 0.03% 305
2021
Q3 		$309K Buy
5,962
+1
+0% +$54 0.04% 298
2021
Q2 		$290K Sell
5,961
-819
-12% -$36.6K 0.04% 303
2021
Q1 		$286K Sell
6,780
-1,076
-14% -$41.8K 0.04% 284
2020
Q4 		$296K Buy
+7,856
New +$284K 0.05% 256

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

Meridian Wealth Management's CARR Position: Q2 2026 in Review

Meridian Wealth Management increased its Carrier Global (CARR) stake by 6.8% in Q2 2026, buying an estimated $29K and bringing the position to 6,985 shares worth $512K. The position accounts for 0.02% of the portfolio, ranked #538.

Meridian Wealth Management first reported a position in CARR in Q4 2020 and has held it in 22 quarters since. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Meridian Wealth Management held 6,985 shares of Carrier Global worth $512K as of Q2 2026.
  • Meridian Wealth Management bought 443 Carrier Global shares in Q2 2026, an estimated $29K.
  • Carrier Global made up 0.02% of Meridian Wealth Management's portfolio in Q2 2026, its #538 holding.
  • Meridian Wealth Management first reported a position in Carrier Global in Q4 2020 and has held it in 22 quarters since.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

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