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Pinnacle Wealth Management Advisory Group’s Carrier Global CARR Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$503K Buy
6,860
+392
+6% +$25.6K 0.03% 286
2026
Q1 		$364K Buy
6,468
+460
+8% +$27.2K 0.02% 352
2025
Q4 		$317K Buy
6,008
+539
+10% +$30K 0.02% 390
2025
Q3 		$326K Sell
5,469
-65
-1% -$4.42K 0.02% 292
2025
Q2 		$405K Buy
5,534
+108
+2% +$7.33K 0.03% 251
2025
Q1 		$344K Buy
5,426
+123
+2% +$8.17K 0.03% 267
2024
Q4 		$362K Sell
5,303
-1
-0% -$75 0.03% 253
2024
Q3 		$427K Sell
5,304
-29
-0.5% -$2.02K 0.04% 219
2024
Q2 		$336K Buy
5,333
+225
+4% +$13.8K 0.03% 248
2024
Q1 		$297K Buy
5,108
+87
+2% +$4.89K 0.03% 264
2023
Q4 		$288K Sell
5,021
-20
-0.4% -$1.06K 0.03% 258
2023
Q3 		$278K Buy
5,041
+16
+0.3% +$881 0.04% 242
2023
Q2 		$250K Sell
5,025
-193
-4% -$8.49K 0.03% 271
2023
Q1 		$239K Buy
+5,218
New +$234K 0.03% 269

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

Pinnacle Wealth Management Advisory Group's CARR Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Carrier Global (CARR) stake by 6.1% in Q2 2026, buying an estimated $25.6K and bringing the position to 6,860 shares worth $503K. The position accounts for 0.03% of the portfolio, ranked #286.

Pinnacle Wealth Management Advisory Group first reported a position in CARR in Q1 2023 and has held it in 14 quarters since. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 6,860 shares of Carrier Global worth $503K as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group bought 392 Carrier Global shares in Q2 2026, an estimated $25.6K.
  • Carrier Global made up 0.03% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #286 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Carrier Global in Q1 2023 and has held it in 14 quarters since.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.