Nalls Sherbakoff Group’s Carrier Global CARR Stock Holding History

Nalls Sherbakoff Group’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	$7.33K	Hold	100	–	–	0.01%	288
2026 Q1	$5.63K	Hold	100	–	–	﹤0.01%	333
2025 Q4	$5.28K	Sell	100 -600	-86%	-$33.4K	﹤0.01%	364
2025 Q3	$41.8K	Sell	700 -200	-22%	-$13.6K	0.03%	221
2025 Q2	$65.9K	Buy	900 +600	+200%	+$40.7K	0.05%	174
2025 Q1	$19K	Buy	+300	New	+$19.9K	0.02%	252
2023 Q4	$17.2K	Hold	300	–	–	0.02%	241
2023 Q3	$16.6K	Hold	300	–	–	0.02%	238
2023 Q2	$12.3K	Hold	300	–	–	0.01%	256
2023 Q1	$13.5K	Buy	+300	New	+$13.4K	0.01%	258

Other funds holding CARR

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Nalls Sherbakoff Group's CARR Position: Q2 2026 in Review

Nalls Sherbakoff Group held its Carrier Global (CARR) position steady in Q2 2026 at 100 shares worth $7.33K. The position accounts for 0.01% of the portfolio, ranked #288.

Nalls Sherbakoff Group first reported a position in CARR in Q1 2023 and has held it in 10 quarters since. The position peaked at $65.9K in Q2 2025. 1,653 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Nalls Sherbakoff Group held 100 shares of Carrier Global worth $7.33K as of Q2 2026.
Nalls Sherbakoff Group left its Carrier Global share count unchanged in Q2 2026.
Carrier Global made up 0.01% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #288 holding.
Nalls Sherbakoff Group first reported a position in Carrier Global in Q1 2023 and has held it in 10 quarters since.
Nalls Sherbakoff Group's Carrier Global position peaked at $65.9K in Q2 2025.
1,653 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.