Physician Wealth Advisors’s Carrier Global CARR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$33.2K Buy
453
+67
+17% +$4.38K ﹤0.01% 531
2026
Q1
$21.7K Buy
386
+250
+184% +$14.8K ﹤0.01% 592
2025
Q4
$7.19K Sell
136
-122
-47% -$6.78K ﹤0.01% 869
2025
Q3
$15.4K Buy
258
+109
+73% +$7.41K ﹤0.01% 636
2025
Q2
$10.9K Buy
149
+51
+52% +$3.46K ﹤0.01% 629
2025
Q1
$6.21K Hold
98
﹤0.01% 698
2024
Q4
$6.69K Buy
+98
New +$7.39K ﹤0.01% 691

Other funds holding CARR

Physician Wealth Advisors's CARR Position: Q2 2026 in Review

Physician Wealth Advisors increased its Carrier Global (CARR) stake by 17% in Q2 2026, buying an estimated $4.38K and bringing the position to 453 shares worth $33.2K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Physician Wealth Advisors first reported a position in CARR in Q4 2024 and has held it in 7 quarters since. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Physician Wealth Advisors held 453 shares of Carrier Global worth $33.2K as of Q2 2026.
  • Physician Wealth Advisors bought 67 Carrier Global shares in Q2 2026, an estimated $4.38K.
  • Carrier Global made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #531 holding.
  • Physician Wealth Advisors first reported a position in Carrier Global in Q4 2024 and has held it in 7 quarters since.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.