MONECO Advisors’s Carrier Global CARR Stock Holding History

MONECO 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 Q3	–	Sell	-3,430	Closed	-$252K	–	599
2026 Q2	$252K	Buy	+3,430	New	+$224K	0.02%	524
2025 Q3	–	Sell	-3,351	Closed	-$245K	–	499
2025 Q2	$245K	Sell	3,351 -273	-8%	-$18.5K	0.02%	420
2025 Q1	$230K	Buy	3,624 +327	+10%	+$21.7K	0.02%	418
2024 Q4	$225K	Sell	3,297 -785	-19%	-$59.2K	0.02%	429
2024 Q3	$329K	Buy	4,082 +375	+10%	+$26.1K	0.04%	327
2024 Q2	$234K	Buy	3,707 +199	+6%	+$12.2K	0.03%	373
2024 Q1	$204K	Buy	+3,508	New	+$197K	0.03%	396

Other funds holding CARR

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

MONECO Advisors's CARR Position: Q3 2026 in Review

MONECO Advisors sold out of Carrier Global (CARR) in Q3 2026, closing a stake of 3,430 shares — an estimated $252K sold.

MONECO Advisors first reported a position in CARR in Q1 2024 and held it in 7 quarters. The position peaked at $329K in Q3 2024. 1,329 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

MONECO Advisors reported no remaining Carrier Global position as of Q3 2026 after selling out during the quarter.
MONECO Advisors sold 3,430 Carrier Global shares in Q3 2026, an estimated $252K.
MONECO Advisors first reported a position in Carrier Global in Q1 2024 and held it in 7 quarters.
MONECO Advisors's Carrier Global position peaked at $329K in Q3 2024.
1,329 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on MONECO Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.