Paladin Advisory Group’s Carrier Global CARR Stock Holding History

Paladin Advisory 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	$86.8K	Hold	1,184	–	–	0.06%	130
2026 Q1	$66.7K	Hold	1,184	–	–	0.05%	137
2025 Q4	$62.6K	Hold	1,184	–	–	0.05%	138
2025 Q3	$70.7K	Hold	1,184	–	–	0.06%	125
2025 Q2	$86.7K	Hold	1,184	–	–	0.07%	125
2025 Q1	$75.1K	Hold	1,184	–	–	0.06%	129
2024 Q4	$80.8K	Hold	1,184	–	–	0.06%	125
2024 Q3	$95.3K	Hold	1,184	–	–	0.07%	116
2024 Q2	$73.3K	Hold	1,184	–	–	0.06%	127
2024 Q1	$68K	Sell	1,184 -108	-8%	-$6.07K	0.05%	127
2023 Q4	$74.2K	Sell	1,292 -1,002	-44%	-$53K	0.06%	126
2023 Q3	$127K	Buy	2,294 +4	+0.2%	+$220	0.11%	107
2023 Q2	$114K	Buy	2,290 +4	+0.2%	+$176	0.09%	118
2023 Q1	$105K	Buy	+2,286	New	+$102K	0.09%	124
2022 Q2	–	Sell	-2,183	Closed	-$85.7K	–	311
2022 Q1	$100K	Buy	+2,183	New	+$103K	0.08%	130

Other funds holding CARR

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Paladin Advisory Group's CARR Position: Q2 2026 in Review

Paladin Advisory Group held its Carrier Global (CARR) position steady in Q2 2026 at 1,184 shares worth $86.8K. The position accounts for 0.06% of the portfolio, ranked #130.

Paladin Advisory Group first reported a position in CARR in Q1 2022 and has held it in 15 quarters since. The position peaked at $127K in Q3 2023. 1,648 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Paladin Advisory Group held 1,184 shares of Carrier Global worth $86.8K as of Q2 2026.
Paladin Advisory Group left its Carrier Global share count unchanged in Q2 2026.
Carrier Global made up 0.06% of Paladin Advisory Group's portfolio in Q2 2026, its #130 holding.
Paladin Advisory Group first reported a position in Carrier Global in Q1 2022 and has held it in 15 quarters since.
Paladin Advisory Group's Carrier Global position peaked at $127K in Q3 2023.
1,648 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.