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Pension & Wealth Management Advisors’s Carrier Global CARR Stock Holding History

Pension & Wealth Management 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
-100
Closed -$5.63K – 549
2026
Q1 		$5.63K Hold
100
– – ﹤0.01% 426
2025
Q4 		$5.28K Buy
+100
New +$5.56K ﹤0.01% 439

Other funds holding CARR

Capital Research Global Investors
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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

Pension & Wealth Management Advisors's CARR Position: Q2 2026 in Review

Pension & Wealth Management Advisors sold out of Carrier Global (CARR) in Q2 2026, closing a stake of 100 shares — an estimated $5.63K sold.

Pension & Wealth Management Advisors first reported a position in CARR in Q4 2025 and held it in 2 quarters. The position peaked at $5.63K in Q1 2026. 1,561 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Pension & Wealth Management Advisors reported no remaining Carrier Global position as of Q2 2026 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 100 Carrier Global shares in Q2 2026, an estimated $5.63K.
  • Pension & Wealth Management Advisors first reported a position in Carrier Global in Q4 2025 and held it in 2 quarters.
  • Pension & Wealth Management Advisors's Carrier Global position peaked at $5.63K in Q1 2026.
  • 1,561 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.