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Pinnacle Wealth Planning Services’s Carrier Global CARR Stock Holding History

Pinnacle Wealth Planning Services’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 		$158K Buy
2,148
+28
+1% +$1.83K 0.02% 634
2026
Q1 		$119K Buy
2,120
+34
+2% +$2.01K 0.01% 708
2025
Q4 		$110K Buy
+2,086
New +$116K 0.01% 726
2024
Q4 		– Sell
-4,215
Closed -$339K – 416
2024
Q3 		$339K Sell
4,215
-6
-0.1% -$418 0.05% 265
2024
Q2 		$266K Hold
4,221
– – 0.04% 319
2024
Q1 		$245K Sell
4,221
-28
-0.7% -$1.57K 0.04% 363
2023
Q4 		$244K Buy
4,249
+6
+0.1% +$317 0.04% 331
2023
Q3 		$234K Sell
4,243
-5
-0.1% -$275 0.04% 319
2023
Q2 		$211K Buy
+4,248
New +$187K 0.03% 369
2022
Q4 		– Sell
-5,686
Closed -$202K – 458
2022
Q3 		$202K Sell
5,686
-693
-11% -$27.3K 0.04% 334
2022
Q2 		$227K Buy
6,379
+895
+16% +$35.1K 0.04% 310
2022
Q1 		$252K Buy
5,484
+1,440
+36% +$67.8K 0.05% 313
2021
Q4 		$219K Buy
+4,044
New +$218K 0.04% 342
2021
Q1 		– Sell
-2,465
Closed -$93K – 605
2020
Q4 		$93K Buy
+2,465
New +$89.2K 0.02% 502

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 Planning Services's CARR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Carrier Global (CARR) stake by 1.3% in Q2 2026, buying an estimated $1.83K and bringing the position to 2,148 shares worth $158K. The position accounts for 0.02% of the portfolio, ranked #634.

Pinnacle Wealth Planning Services first reported a position in CARR in Q4 2020 and has held it in 14 quarters since. The position peaked at $339K in Q3 2024. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,148 shares of Carrier Global worth $158K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 28 Carrier Global shares in Q2 2026, an estimated $1.83K.
  • Carrier Global made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #634 holding.
  • Pinnacle Wealth Planning Services first reported a position in Carrier Global in Q4 2020 and has held it in 14 quarters since.
  • Pinnacle Wealth Planning Services's Carrier Global position peaked at $339K in Q3 2024.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.