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Opal Wealth Advisors’s Carrier Global CARR Stock Holding History

Opal 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 		$254K Sell
3,457
-220
-6% -$14.4K 0.05% 182
2026
Q1 		$207K Buy
+3,677
New +$218K 0.05% 201
2025
Q3 		– Sell
-2,761
Closed -$202K – 251
2025
Q2 		$202K Buy
2,761
+752
+37% +$51K 0.06% 192
2025
Q1 		$127K Buy
+2,009
New +$133K 0.04% 237
2024
Q3 		– Sell
-1,465
Closed -$92.4K – 340
2024
Q2 		$92.4K Buy
+1,465
New +$90K 0.03% 286

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

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

Opal Wealth Advisors reduced its Carrier Global (CARR) stake by 6% in Q2 2026, selling an estimated $14.4K and leaving 3,457 shares worth $254K. The position accounts for 0.05% of the portfolio, ranked #182.

Opal Wealth Advisors first reported a position in CARR in Q2 2024 and has held it in 5 quarters since. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Opal Wealth Advisors held 3,457 shares of Carrier Global worth $254K as of Q2 2026.
  • Opal Wealth Advisors sold 220 Carrier Global shares in Q2 2026, an estimated $14.4K.
  • Carrier Global made up 0.05% of Opal Wealth Advisors's portfolio in Q2 2026, its #182 holding.
  • Opal Wealth Advisors first reported a position in Carrier Global in Q2 2024 and has held it in 5 quarters since.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.