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Planning Strategies’s Carrier Global CARR Stock Holding History

Planning Strategies’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 		$7.33K Buy
+100
New +$6.54K ﹤0.01% 370

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

Planning Strategies's CARR Position: Q2 2026 in Review

Planning Strategies opened a new position in Carrier Global (CARR) in Q2 2026: 100 shares worth $7.33K. The stake represents ﹤0.01% of the portfolio and ranks #370 among its holdings.

1,561 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Planning Strategies held 100 shares of Carrier Global worth $7.33K as of Q2 2026.
  • Carrier Global was a new Planning Strategies position in Q2 2026.
  • Carrier Global made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #370 holding.
  • 1,561 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.