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Pacific Excel Wealth Advisors’s Carrier Global CARR Stock Holding History

Pacific Excel 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 		– Sell
-4,532
Closed -$255K – 240
2026
Q1 		$255K Buy
+4,532
New +$268K 0.27% 104

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Vanguard Portfolio Management
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
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Dodge & Cox
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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

Pacific Excel Wealth Advisors's CARR Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of Carrier Global (CARR) in Q2 2026, closing a stake of 4,532 shares — an estimated $255K sold.

Pacific Excel Wealth Advisors first reported a position in CARR in Q1 2026 and held it in 1 quarter. The position peaked at $255K in Q1 2026. 1,643 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining Carrier Global position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 4,532 Carrier Global shares in Q2 2026, an estimated $255K.
  • Pacific Excel Wealth Advisors first reported a position in Carrier Global in Q1 2026 and held it in 1 quarter.
  • Pacific Excel Wealth Advisors's Carrier Global position peaked at $255K in Q1 2026.
  • 1,643 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.