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Pines Wealth Management’s Carrier Global CARR Stock Holding History

Pines Wealth Management’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 		$346K Sell
4,720
-115
-2% -$7.52K 0.1% 171
2026
Q1 		$272K Buy
4,835
+185
+4% +$11K 0.09% 186
2025
Q4 		$246K Buy
4,650
+716
+18% +$39.8K 0.08% 198
2025
Q3 		$235K Buy
3,934
+759
+24% +$51.6K 0.08% 204
2025
Q2 		$240K Buy
+3,175
New +$215K 0.09% 198
2025
Q1 		– Sell
-3,418
Closed -$227K – 202
2024
Q4 		$227K Buy
+3,418
New +$258K 0.1% 190

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

Pines Wealth Management's CARR Position: Q2 2026 in Review

Pines Wealth Management reduced its Carrier Global (CARR) stake by 2.4% in Q2 2026, selling an estimated $7.52K and leaving 4,720 shares worth $346K. The position accounts for 0.1% of the portfolio, ranked #171.

Pines Wealth Management first reported a position in CARR in Q4 2024 and has held it in 6 quarters since. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Pines Wealth Management held 4,720 shares of Carrier Global worth $346K as of Q2 2026.
  • Pines Wealth Management sold 115 Carrier Global shares in Q2 2026, an estimated $7.52K.
  • Carrier Global made up 0.1% of Pines Wealth Management's portfolio in Q2 2026, its #171 holding.
  • Pines Wealth Management first reported a position in Carrier Global in Q4 2024 and has held it in 6 quarters since.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.