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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
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
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

MONECO Advisors's CARR Position: Q2 2026 in Review

MONECO Advisors opened a new position in Carrier Global (CARR) in Q2 2026: 3,430 shares worth $252K. The stake represents 0.02% of the portfolio and ranks #524 among its holdings. This is a return to the name: MONECO Advisors previously reported a position in CARR as recently as Q2 2025.

MONECO Advisors first reported a position in CARR in Q1 2024 and has held it in 7 quarters since. The position peaked at $329K in Q3 2024. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • MONECO Advisors held 3,430 shares of Carrier Global worth $252K as of Q2 2026.
  • Carrier Global was a new MONECO Advisors position in Q2 2026.
  • Carrier Global made up 0.02% of MONECO Advisors's portfolio in Q2 2026, its #524 holding.
  • MONECO Advisors first reported a position in Carrier Global in Q1 2024 and has held it in 7 quarters since.
  • MONECO Advisors's Carrier Global position peaked at $329K in Q3 2024.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.