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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
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 $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Opal Wealth Advisors's CARR Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in Carrier Global (CARR) in Q1 2026: 3,677 shares worth $207K. The stake represents 0.05% of the portfolio and ranks #201 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in CARR as recently as Q2 2025.

Opal Wealth Advisors first reported a position in CARR in Q2 2024 and has held it in 4 quarters since. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Opal Wealth Advisors held 3,677 shares of Carrier Global worth $207K as of Q1 2026.
  • Carrier Global was a new Opal Wealth Advisors position in Q1 2026.
  • Carrier Global made up 0.05% of Opal Wealth Advisors's portfolio in Q1 2026, its #201 holding.
  • Opal Wealth Advisors first reported a position in Carrier Global in Q2 2024 and has held it in 4 quarters since.
  • 1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.