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One Wealth Advisors’s Carrier Global CARR Stock Holding History

One Wealth Advisors’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 		$810K Buy
11,046
+47
+0.4% +$3.07K 0.09% 120
2026
Q1 		$619K Buy
10,999
+2,128
+24% +$126K 0.08% 142
2025
Q4 		$469K Buy
8,871
+5,301
+148% +$295K 0.06% 179
2025
Q3 		$213K Sell
3,570
-428
-11% -$29.1K 0.03% 295
2025
Q2 		$293K Buy
3,998
+600
+18% +$40.7K 0.04% 222
2025
Q1 		$215K Buy
+3,398
New +$226K 0.03% 265
2023
Q1 		– Sell
-532
Closed -$21.9K – 254
2022
Q4 		$21.9K Buy
+532
New +$21.6K 0.01% 510

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

One Wealth Advisors's CARR Position: Q2 2026 in Review

One Wealth Advisors increased its Carrier Global (CARR) stake by 0.43% in Q2 2026, buying an estimated $3.07K and bringing the position to 11,046 shares worth $810K. The position accounts for 0.09% of the portfolio, ranked #120.

One Wealth Advisors first reported a position in CARR in Q4 2022 and has held it in 7 quarters since. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • One Wealth Advisors held 11,046 shares of Carrier Global worth $810K as of Q2 2026.
  • One Wealth Advisors bought 47 Carrier Global shares in Q2 2026, an estimated $3.07K.
  • Carrier Global made up 0.09% of One Wealth Advisors's portfolio in Q2 2026, its #120 holding.
  • One Wealth Advisors first reported a position in Carrier Global in Q4 2022 and has held it in 7 quarters since.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.