MWM
CARR icon

Mosley Wealth Management’s Carrier Global CARR Stock Holding History

Mosley 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 		$12.5K Buy
170
+19
+13% +$1.24K ﹤0.01% 366
2026
Q1 		$8.98K Buy
+151
New +$8.94K ﹤0.01% 312

Other funds holding CARR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Mosley Wealth Management increased its Carrier Global (CARR) stake by 13% in Q2 2026, buying an estimated $1.24K and bringing the position to 170 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Mosley Wealth Management first reported a position in CARR in Q1 2026 and has held it in 2 quarters since. 975 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Mosley Wealth Management held 170 shares of Carrier Global worth $12.5K as of Q2 2026.
  • Mosley Wealth Management bought 19 Carrier Global shares in Q2 2026, an estimated $1.24K.
  • Carrier Global made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #366 holding.
  • Mosley Wealth Management first reported a position in Carrier Global in Q1 2026 and has held it in 2 quarters since.
  • 975 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.