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Navigoe Wealth Management’s Carrier Global CARR Stock Holding History

Navigoe 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 		$4K Buy
66
+16
+32% +$1.05K ﹤0.01% 166
2026
Q1 		$2K Hold
50
– – ﹤0.01% 160
2025
Q4 		$2K Hold
50
– – ﹤0.01% 195
2025
Q3 		$2K Hold
50
– – ﹤0.01% 192
2025
Q2 		$3K Hold
50
– – ﹤0.01% 133
2025
Q1 		$3K Hold
50
– – ﹤0.01% 134
2024
Q4 		$3K Buy
+50
New +$3.77K ﹤0.01% 133

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

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

Navigoe Wealth Management increased its Carrier Global (CARR) stake by 32% in Q2 2026, buying an estimated $1.05K and bringing the position to 66 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #166.

Navigoe Wealth Management first reported a position in CARR in Q4 2024 and has held it in 7 quarters since. 1,641 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Navigoe Wealth Management held 66 shares of Carrier Global worth $4K as of Q2 2026.
  • Navigoe Wealth Management bought 16 Carrier Global shares in Q2 2026, an estimated $1.05K.
  • Carrier Global made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #166 holding.
  • Navigoe Wealth Management first reported a position in Carrier Global in Q4 2024 and has held it in 7 quarters since.
  • 1,641 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.