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NewEdge Wealth’s Carrier Global CARR Stock Holding History

NewEdge Wealth’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 		$1.48M Buy
20,231
+1,437
+8% +$93.9K 0.01% 546
2026
Q1 		$1.06M Sell
18,794
-1,002
-5% -$59.3K 0.01% 609
2025
Q4 		$1.05M Buy
19,796
+5,621
+40% +$313K 0.01% 617
2025
Q3 		$806K Buy
14,175
+3,316
+31% +$225K 0.01% 615
2025
Q2 		$721K Buy
10,859
+5,236
+93% +$355K 0.01% 609
2025
Q1 		$356K Buy
5,623
+1,979
+54% +$131K 0.01% 735
2024
Q4 		$249K Buy
+3,644
New +$275K ﹤0.01% 816

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

NewEdge Wealth's CARR Position: Q2 2026 in Review

NewEdge Wealth increased its Carrier Global (CARR) stake by 7.6% in Q2 2026, buying an estimated $93.9K and bringing the position to 20,231 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #546.

NewEdge Wealth first reported a position in CARR in Q4 2024 and has held it in 7 quarters since. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • NewEdge Wealth held 20,231 shares of Carrier Global worth $1.48M as of Q2 2026.
  • NewEdge Wealth bought 1,437 Carrier Global shares in Q2 2026, an estimated $93.9K.
  • Carrier Global made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #546 holding.
  • NewEdge Wealth first reported a position in Carrier Global in Q4 2024 and has held it in 7 quarters since.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.