MAFA
CARR icon

MJT & Associates Financial Advisory’s Carrier Global CARR Stock Holding History

MJT & Associates Financial Advisory’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 		$5.06K Sell
69
-74
-52% -$4.84K ﹤0.01% 283
2026
Q1 		$8.05K Hold
143
– – 0.01% 204
2025
Q4 		$7.56K Sell
143
-32
-18% -$1.78K 0.01% 228
2025
Q3 		$10.4K Hold
175
– – 0.01% 191
2025
Q2 		$12.8K Hold
175
– – 0.02% 191
2025
Q1 		$11.1K Buy
+175
New +$11.6K 0.01% 203

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

MJT & Associates Financial Advisory's CARR Position: Q2 2026 in Review

MJT & Associates Financial Advisory reduced its Carrier Global (CARR) stake by 52% in Q2 2026, selling an estimated $4.84K and leaving 69 shares worth $5.06K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

MJT & Associates Financial Advisory first reported a position in CARR in Q1 2025 and has held it in 6 quarters since. The position peaked at $12.8K in Q2 2025. 1,641 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • MJT & Associates Financial Advisory held 69 shares of Carrier Global worth $5.06K as of Q2 2026.
  • MJT & Associates Financial Advisory sold 74 Carrier Global shares in Q2 2026, an estimated $4.84K.
  • Carrier Global made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #283 holding.
  • MJT & Associates Financial Advisory first reported a position in Carrier Global in Q1 2025 and has held it in 6 quarters since.
  • MJT & Associates Financial Advisory's Carrier Global position peaked at $12.8K in Q2 2025.
  • 1,641 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.