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Phoenix Financial’s Carrier Global CARR Stock Holding History

Phoenix Financial’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 		$614K Sell
8,369
-286
-3% -$18.7K ﹤0.01% 319
2026
Q1 		$495K Buy
8,655
+1,479
+21% +$87.6K ﹤0.01% 309
2025
Q4 		$379K Buy
7,176
+1,878
+35% +$104K ﹤0.01% 334
2025
Q3 		$316K Buy
5,298
+1,356
+34% +$92.1K ﹤0.01% 376
2025
Q2 		$289K Buy
+3,942
New +$267K ﹤0.01% 345
2022
Q1 		– Sell
-11,820
Closed -$637K – 412
2021
Q4 		$637K Sell
11,820
-12,441
-51% -$671K 0.01% 263
2021
Q3 		$1.28M Buy
24,261
+1,125
+5% +$60.5K 0.02% 251
2021
Q2 		$1.13M Buy
+23,136
New +$1.03M 0.02% 247

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 $3.38T AUM 44.17% 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

Phoenix Financial's CARR Position: Q2 2026 in Review

Phoenix Financial reduced its Carrier Global (CARR) stake by 3.3% in Q2 2026, selling an estimated $18.7K and leaving 8,369 shares worth $614K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Phoenix Financial first reported a position in CARR in Q2 2021 and has held it in 8 quarters since. The position peaked at $1.28M in Q3 2021. 1,653 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Phoenix Financial held 8,369 shares of Carrier Global worth $614K as of Q2 2026.
  • Phoenix Financial sold 286 Carrier Global shares in Q2 2026, an estimated $18.7K.
  • Carrier Global made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #319 holding.
  • Phoenix Financial first reported a position in Carrier Global in Q2 2021 and has held it in 8 quarters since.
  • Phoenix Financial's Carrier Global position peaked at $1.28M in Q3 2021.
  • 1,653 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.