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Mission Wealth Management’s Carrier Global CARR Stock Holding History

Mission 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 		$1.28M Buy
17,509
+9,044
+107% +$591K 0.02% 409
2026
Q1 		$477K Buy
8,465
+440
+5% +$26K 0.01% 505
2025
Q4 		$424K Buy
8,025
+123
+2% +$6.84K 0.01% 530
2025
Q3 		$472K Buy
7,902
+68
+0.9% +$4.62K 0.01% 501
2025
Q2 		$573K Sell
7,834
-226
-3% -$15.3K 0.01% 443
2025
Q1 		$511K Buy
8,060
+186
+2% +$12.4K 0.01% 440
2024
Q4 		$537K Sell
7,874
-668
-8% -$50.4K 0.01% 413
2024
Q3 		$688K Buy
8,542
+60
+0.7% +$4.18K 0.02% 363
2024
Q2 		$535K Buy
8,482
+1,981
+30% +$122K 0.01% 392
2024
Q1 		$378K Buy
6,501
+564
+9% +$31.7K 0.01% 502
2023
Q4 		$341K Buy
5,937
+35
+0.6% +$1.85K 0.01% 450
2023
Q3 		$326K Buy
+5,902
New +$325K 0.01% 433

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

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

Mission Wealth Management increased its Carrier Global (CARR) stake by 107% in Q2 2026, buying an estimated $591K and bringing the position to 17,509 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #409.

Mission Wealth Management first reported a position in CARR in Q3 2023 and has held it in 12 quarters since. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Mission Wealth Management held 17,509 shares of Carrier Global worth $1.28M as of Q2 2026.
  • Mission Wealth Management bought 9,044 Carrier Global shares in Q2 2026, an estimated $591K.
  • Carrier Global made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #409 holding.
  • Mission Wealth Management first reported a position in Carrier Global in Q3 2023 and has held it in 12 quarters since.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.