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Plan A Wealth’s Carrier Global CARR Stock Holding History

Plan A Wealth’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 		– Sell
-3,552
Closed -$200K – 197
2026
Q1 		$200K Buy
+3,552
New +$210K 0.1% 165
2025
Q4 		– Sell
-4,067
Closed -$243K – 177
2025
Q3 		$243K Buy
4,067
+50
+1% +$3.4K 0.12% 132
2025
Q2 		$294K Hold
4,017
– – 0.17% 112
2025
Q1 		$255K Hold
4,017
– – 0.2% 86
2024
Q4 		$274K Buy
+4,017
New +$303K 0.25% 67

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Plan A Wealth's CARR Position: Q2 2026 in Review

Plan A Wealth sold out of Carrier Global (CARR) in Q2 2026, closing a stake of 3,552 shares — an estimated $200K sold.

Plan A Wealth first reported a position in CARR in Q4 2024 and held it in 5 quarters. The position peaked at $294K in Q2 2025. 1,641 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Plan A Wealth reported no remaining Carrier Global position as of Q2 2026 after selling out during the quarter.
  • Plan A Wealth sold 3,552 Carrier Global shares in Q2 2026, an estimated $200K.
  • Plan A Wealth first reported a position in Carrier Global in Q4 2024 and held it in 5 quarters.
  • Plan A Wealth's Carrier Global position peaked at $294K in Q2 2025.
  • 1,641 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.