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Olistico Wealth’s Carrier Global CARR Stock Holding History

Olistico 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 		$29.3K Hold
400
– – 0.01% 191
2026
Q1 		$22.5K Hold
400
– – 0.01% 207
2025
Q4 		$21.1K Buy
+400
New +$22.2K 0.01% 212
2025
Q3 		– Sell
-400
Closed -$29.3K – 128
2025
Q2 		$29.3K Hold
400
– – 0.02% 203
2025
Q1 		$25.4K Hold
400
– – 0.02% 200
2024
Q4 		$27.3K Hold
400
– – 0.02% 194
2024
Q3 		$32.2K Hold
400
– – 0.02% 187
2024
Q2 		$25.2K Buy
+400
New +$24.6K 0.02% 198

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

Olistico Wealth's CARR Position: Q2 2026 in Review

Olistico Wealth held its Carrier Global (CARR) position steady in Q2 2026 at 400 shares worth $29.3K. The position accounts for 0.01% of the portfolio, ranked #191.

Olistico Wealth first reported a position in CARR in Q2 2024 and has held it in 8 quarters since. The position peaked at $32.2K in Q3 2024. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Olistico Wealth held 400 shares of Carrier Global worth $29.3K as of Q2 2026.
  • Olistico Wealth left its Carrier Global share count unchanged in Q2 2026.
  • Carrier Global made up 0.01% of Olistico Wealth's portfolio in Q2 2026, its #191 holding.
  • Olistico Wealth first reported a position in Carrier Global in Q2 2024 and has held it in 8 quarters since.
  • Olistico Wealth's Carrier Global position peaked at $32.2K in Q3 2024.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.