Phillips Wealth Planners’s Carrier Global CARR Stock Holding History

Phillips Wealth Planners’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	$213K	Buy	+3,107	New	+$203K	0.16%	205
2025 Q4	–	Sell	-4,633	Closed	-$277K	–	192
2025 Q3	$277K	Buy	4,633 +1,284	+38%	+$87.2K	0.23%	154
2025 Q2	$251K	Sell	3,349 -66	-2%	-$4.48K	0.23%	155
2025 Q1	$202K	Buy	3,415 +8	+0.2%	+$532	0.21%	170
2024 Q4	$227K	Sell	3,407 -13	-0.4%	-$981	0.23%	160
2024 Q3	$277K	Buy	+3,420	New	+$238K	0.27%	137

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

Phillips Wealth Planners's CARR Position: Q2 2026 in Review

Phillips Wealth Planners opened a new position in Carrier Global (CARR) in Q2 2026: 3,107 shares worth $213K. The stake represents 0.16% of the portfolio and ranks #205 among its holdings. This is a return to the name: Phillips Wealth Planners previously reported a position in CARR as recently as Q3 2025.

Phillips Wealth Planners first reported a position in CARR in Q3 2024 and has held it in 6 quarters since. The position peaked at $277K in Q3 2024. 1,650 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Phillips Wealth Planners held 3,107 shares of Carrier Global worth $213K as of Q2 2026.
Carrier Global was a new Phillips Wealth Planners position in Q2 2026.
Carrier Global made up 0.16% of Phillips Wealth Planners's portfolio in Q2 2026, its #205 holding.
Phillips Wealth Planners first reported a position in Carrier Global in Q3 2024 and has held it in 6 quarters since.
Phillips Wealth Planners's Carrier Global position peaked at $277K in Q3 2024.
1,650 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.