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Oxford Financial Group’s Carrier Global CARR Stock Holding History

Oxford Financial Group’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 		$437K Sell
5,964
-3,600
-38% -$235K 0.02% 173
2026
Q1 		$539K Buy
+9,564
New +$566K 0.03% 154

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

Oxford Financial Group's CARR Position: Q2 2026 in Review

Oxford Financial Group reduced its Carrier Global (CARR) stake by 38% in Q2 2026, selling an estimated $235K and leaving 5,964 shares worth $437K. The position accounts for 0.02% of the portfolio, ranked #173.

Oxford Financial Group first reported a position in CARR in Q1 2026 and has held it in 2 quarters since. The position peaked at $539K in Q1 2026. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Oxford Financial Group held 5,964 shares of Carrier Global worth $437K as of Q2 2026.
  • Oxford Financial Group sold 3,600 Carrier Global shares in Q2 2026, an estimated $235K.
  • Carrier Global made up 0.02% of Oxford Financial Group's portfolio in Q2 2026, its #173 holding.
  • Oxford Financial Group first reported a position in Carrier Global in Q1 2026 and has held it in 2 quarters since.
  • Oxford Financial Group's Carrier Global position peaked at $539K in Q1 2026.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.