PKS Advisory Services’s Carrier Global CARR Stock Holding History

PKS Advisory 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	$304K	Sell	4,144 -739	-15%	-$48.3K	0.05%	285
2026 Q1	$275K	Sell	4,883 -140	-3%	-$8.29K	0.06%	207
2025 Q4	$265K	Sell	5,023 -84	-2%	-$4.67K	0.06%	214
2025 Q3	$305K	Buy	5,107 +9	+0.2%	+$611	0.06%	190
2025 Q2	$373K	Buy	5,098 +173	+4%	+$11.7K	0.09%	175
2025 Q1	$312K	Buy	4,925 +30	+0.6%	+$1.99K	0.09%	177
2024 Q4	$334K	Buy	+4,895	New	+$369K	0.08%	177

Other funds holding CARR

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

PKS Advisory Services's CARR Position: Q2 2026 in Review

PKS Advisory Services reduced its Carrier Global (CARR) stake by 15% in Q2 2026, selling an estimated $48.3K and leaving 4,144 shares worth $304K. The position accounts for 0.05% of the portfolio, ranked #285.

PKS Advisory Services first reported a position in CARR in Q4 2024 and has held it in 7 quarters since. The position peaked at $373K in Q2 2025. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

PKS Advisory Services held 4,144 shares of Carrier Global worth $304K as of Q2 2026.
PKS Advisory Services sold 739 Carrier Global shares in Q2 2026, an estimated $48.3K.
Carrier Global made up 0.05% of PKS Advisory Services's portfolio in Q2 2026, its #285 holding.
PKS Advisory Services first reported a position in Carrier Global in Q4 2024 and has held it in 7 quarters since.
PKS Advisory Services's Carrier Global position peaked at $373K in Q2 2025.
1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.