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PFG Investments’s Carrier Global CARR Stock Holding History

PFG Investments’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 		$623K Buy
8,492
+1,250
+17% +$81.7K 0.02% 569
2026
Q1 		$408K Buy
7,242
+198
+3% +$11.7K 0.02% 693
2025
Q4 		$372K Sell
7,044
-123
-2% -$6.84K 0.02% 701
2025
Q3 		$428K Buy
7,167
+356
+5% +$24.2K 0.02% 602
2025
Q2 		$499K Sell
6,811
-334
-5% -$22.7K 0.03% 530
2025
Q1 		$453K Sell
7,145
-95
-1% -$6.31K 0.03% 535
2024
Q4 		$494K Sell
7,240
-1,002
-12% -$75.6K 0.03% 501
2024
Q3 		$663K Sell
8,242
-335
-4% -$23.3K 0.04% 397
2024
Q2 		$541K Buy
8,577
+439
+5% +$27K 0.04% 420
2024
Q1 		$473K Buy
8,138
+4,086
+101% +$230K 0.03% 551
2023
Q4 		$233K Buy
4,052
+417
+11% +$22.1K 0.04% 413
2023
Q3 		$201K Buy
+3,635
New +$200K 0.04% 461

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 Investments's CARR Position: Q2 2026 in Review

PFG Investments increased its Carrier Global (CARR) stake by 17% in Q2 2026, buying an estimated $81.7K and bringing the position to 8,492 shares worth $623K. The position accounts for 0.02% of the portfolio, ranked #569.

PFG Investments first reported a position in CARR in Q3 2023 and has held it in 12 quarters since. The position peaked at $663K in Q3 2024. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • PFG Investments held 8,492 shares of Carrier Global worth $623K as of Q2 2026.
  • PFG Investments bought 1,250 Carrier Global shares in Q2 2026, an estimated $81.7K.
  • Carrier Global made up 0.02% of PFG Investments's portfolio in Q2 2026, its #569 holding.
  • PFG Investments first reported a position in Carrier Global in Q3 2023 and has held it in 12 quarters since.
  • PFG Investments's Carrier Global position peaked at $663K in Q3 2024.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.