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PFG Advisors’s Carrier Global CARR Stock Holding History

PFG 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 		$202K Buy
+2,752
New +$180K 0.01% 779
2025
Q3 		– Sell
-2,817
Closed -$206K – 818
2025
Q2 		$206K Buy
+2,817
New +$191K 0.01% 605

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

PFG Advisors's CARR Position: Q2 2026 in Review

PFG Advisors opened a new position in Carrier Global (CARR) in Q2 2026: 2,752 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #779 among its holdings. This is a return to the name: PFG Advisors previously reported a position in CARR as recently as Q2 2025.

PFG Advisors first reported a position in CARR in Q2 2025 and has held it in 2 quarters since. The position peaked at $206K in Q2 2025. 1,648 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • PFG Advisors held 2,752 shares of Carrier Global worth $202K as of Q2 2026.
  • Carrier Global was a new PFG Advisors position in Q2 2026.
  • Carrier Global made up 0.01% of PFG Advisors's portfolio in Q2 2026, its #779 holding.
  • PFG Advisors first reported a position in Carrier Global in Q2 2025 and has held it in 2 quarters since.
  • PFG Advisors's Carrier Global position peaked at $206K in Q2 2025.
  • 1,648 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.