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OneDigital Investment Advisors’s Carrier Global CARR Stock Holding History

OneDigital Investment 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 		$2.22M Buy
30,288
+1,296
+4% +$84.7K 0.02% 474
2026
Q1 		$1.63M Buy
28,992
+10,106
+54% +$598K 0.02% 541
2025
Q4 		$998K Sell
18,886
-1,740
-8% -$96.7K 0.01% 678
2025
Q3 		$1.23M Sell
20,626
-454
-2% -$30.8K 0.01% 587
2025
Q2 		$1.54M Buy
21,080
+187
+0.9% +$12.7K 0.02% 508
2025
Q1 		$1.32M Buy
20,893
+867
+4% +$57.6K 0.02% 522
2024
Q4 		$1.37M Sell
20,026
-311
-2% -$23.5K 0.02% 533
2024
Q3 		$1.64M Sell
20,337
-655
-3% -$45.6K 0.02% 499
2024
Q2 		$1.32M Buy
20,992
+3,542
+20% +$217K 0.02% 528
2024
Q1 		$1.01M Sell
17,450
-832
-5% -$46.7K 0.02% 504
2023
Q4 		$1.05M Sell
18,282
-1,160
-6% -$61.4K 0.02% 461
2023
Q3 		$1.07M Sell
19,442
-125
-0.6% -$6.88K 0.02% 402
2023
Q2 		$973K Sell
19,567
-277
-1% -$12.2K 0.02% 420
2023
Q1 		$908K Buy
19,844
+770
+4% +$34.5K 0.02% 413
2022
Q4 		$787K Buy
19,074
+335
+2% +$13.6K 0.02% 412
2022
Q3 		$666K Sell
18,739
-96
-0.5% -$3.78K 0.02% 386
2022
Q2 		$672K Sell
18,835
-1,674
-8% -$65.7K 0.03% 347
2022
Q1 		$941K Buy
20,509
+3,910
+24% +$184K 0.04% 291
2021
Q4 		$900K Sell
16,599
-205
-1% -$11.1K 0.03% 307
2021
Q3 		$870K Buy
16,804
+353
+2% +$19K 0.03% 298
2021
Q2 		$800K Buy
16,451
+795
+5% +$35.5K 0.03% 297
2021
Q1 		$661K Sell
15,656
-627
-4% -$24.4K 0.03% 319
2020
Q4 		$614K Sell
16,283
-23
-0.1% -$833 0.03% 314
2020
Q3 		$498K Sell
16,306
-853
-5% -$24.1K 0.03% 308
2020
Q2 		$381K Buy
+17,159
New +$319K 0.03% 374

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 $3.38T AUM 44.17% 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

OneDigital Investment Advisors's CARR Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Carrier Global (CARR) stake by 4.5% in Q2 2026, buying an estimated $84.7K and bringing the position to 30,288 shares worth $2.22M. The position accounts for 0.02% of the portfolio, ranked #474.

OneDigital Investment Advisors first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. 1,653 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • OneDigital Investment Advisors held 30,288 shares of Carrier Global worth $2.22M as of Q2 2026.
  • OneDigital Investment Advisors bought 1,296 Carrier Global shares in Q2 2026, an estimated $84.7K.
  • Carrier Global made up 0.02% of OneDigital Investment Advisors's portfolio in Q2 2026, its #474 holding.
  • OneDigital Investment Advisors first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • 1,653 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.