PCS
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Personal CFO Solutions’s Carrier Global CARR Stock Holding History

Personal CFO Solutions’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 		$1.83M Buy
24,912
+241
+1% +$15.8K 0.26% 65
2026
Q1 		$1.39M Buy
24,671
+181
+0.7% +$10.7K 0.2% 86
2025
Q4 		$1.29M Buy
24,490
+3,541
+17% +$197K 0.21% 89
2025
Q3 		$1.25M Buy
20,949
+436
+2% +$29.6K 0.22% 88
2025
Q2 		$1.5M Buy
20,513
+63
+0.3% +$4.28K 0.28% 70
2025
Q1 		$1.3M Buy
20,450
+121
+0.6% +$8.04K 0.26% 75
2024
Q4 		$1.39M Buy
20,329
+91
+0.4% +$6.86K 0.27% 70
2024
Q3 		$1.63M Buy
20,238
+90
+0.4% +$6.27K 0.23% 82
2024
Q2 		$1.27M Buy
20,148
+7,537
+60% +$463K 0.2% 96
2024
Q1 		$733K Buy
12,611
+1,257
+11% +$70.6K 0.11% 187
2023
Q4 		$652K Sell
11,354
-411
-3% -$21.7K 0.11% 182
2023
Q3 		$649K Buy
11,765
+37
+0.3% +$2.04K 0.13% 153
2023
Q2 		$583K Buy
11,728
+32
+0.3% +$1.41K 0.12% 173
2023
Q1 		$535K Sell
11,696
-2
-0% -$90 0.11% 182
2022
Q4 		$483K Buy
11,698
+9
+0.1% +$365 0.1% 196
2022
Q3 		$416K Buy
11,689
+25
+0.2% +$985 0.1% 186
2022
Q2 		$416K Buy
11,664
+39
+0.3% +$1.53K 0.1% 190
2022
Q1 		$533K Sell
11,625
-138
-1% -$6.5K 0.11% 187
2021
Q4 		$638K Buy
11,763
+40
+0.3% +$2.16K 0.12% 163
2021
Q3 		$607K Sell
11,723
-188
-2% -$10.1K 0.12% 160
2021
Q2 		$579K Buy
11,911
+7
+0.1% +$313 0.12% 172
2021
Q1 		$503K Sell
11,904
-128
-1% -$4.98K 0.11% 173
2020
Q4 		$454K Buy
12,032
+139
+1% +$5.03K 0.11% 181
2020
Q3 		$0 Buy
11,893
+2,512
+27% +$71.1K ﹤0.01% 167
2020
Q2 		$208K Buy
+9,381
New +$174K 0.06% 285

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

Personal CFO Solutions's CARR Position: Q2 2026 in Review

Personal CFO Solutions increased its Carrier Global (CARR) stake by 0.98% in Q2 2026, buying an estimated $15.8K and bringing the position to 24,912 shares worth $1.83M. The position accounts for 0.26% of the portfolio, ranked #65.

Personal CFO Solutions first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. 1,645 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Personal CFO Solutions held 24,912 shares of Carrier Global worth $1.83M as of Q2 2026.
  • Personal CFO Solutions bought 241 Carrier Global shares in Q2 2026, an estimated $15.8K.
  • Carrier Global made up 0.26% of Personal CFO Solutions's portfolio in Q2 2026, its #65 holding.
  • Personal CFO Solutions first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • 1,645 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.