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Plante Moran Financial Advisors’s Carrier Global CARR Stock Holding History

Plante Moran Financial Advisors’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 		$4.55K Sell
62
-275
-82% -$18K ﹤0.01% 657
2026
Q1 		$19K Sell
337
-288
-46% -$17K ﹤0.01% 434
2025
Q4 		$33K Sell
625
-153
-20% -$8.51K ﹤0.01% 376
2025
Q3 		$46.4K Hold
778
– – ﹤0.01% 351
2025
Q2 		$56.9K Buy
778
+275
+55% +$18.7K ﹤0.01% 314
2025
Q1 		$31.9K Sell
503
-85
-14% -$5.65K ﹤0.01% 413
2024
Q4 		$40.1K Buy
588
+85
+17% +$6.41K ﹤0.01% 385
2024
Q3 		$40.5K Sell
503
-400
-44% -$27.9K ﹤0.01% 421
2024
Q2 		$57K Hold
903
– – 0.01% 320
2024
Q1 		$52.5K Buy
903
+150
+20% +$8.43K 0.01% 327
2023
Q4 		$43.3K Hold
753
– – ﹤0.01% 337
2023
Q3 		$41.6K Sell
753
-38
-5% -$2.09K 0.01% 313
2023
Q2 		$39.3K Hold
791
– – ﹤0.01% 331
2023
Q1 		$36.2K Sell
791
-279
-26% -$12.5K ﹤0.01% 340
2022
Q4 		$44.1K Buy
1,070
+267
+33% +$10.8K 0.01% 328
2022
Q3 		$29K Hold
803
– – 0.01% 393
2022
Q2 		$29K Sell
803
-56
-7% -$2.2K ﹤0.01% 391
2022
Q1 		$39K Sell
859
-181
-17% -$8.52K 0.01% 365
2021
Q4 		$56K Sell
1,040
-8,168
-89% -$441K 0.01% 340
2021
Q3 		$477K Buy
9,208
+8,370
+999% +$450K 0.11% 92
2021
Q2 		$41K Buy
838
+400
+91% +$17.9K 0.01% 414
2021
Q1 		$18K Sell
438
-200
-31% -$7.78K ﹤0.01% 545
2020
Q4 		$24K Sell
638
-600
-48% -$21.7K 0.01% 488
2020
Q3 		$38K Sell
1,238
-16
-1% -$453 0.01% 368
2020
Q2 		$28K Buy
+1,254
New +$23.3K 0.01% 373

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

Plante Moran Financial Advisors's CARR Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its Carrier Global (CARR) stake by 82% in Q2 2026, selling an estimated $18K and leaving 62 shares worth $4.55K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Plante Moran Financial Advisors first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $477K in Q3 2021. 1,644 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Plante Moran Financial Advisors held 62 shares of Carrier Global worth $4.55K as of Q2 2026.
  • Plante Moran Financial Advisors sold 275 Carrier Global shares in Q2 2026, an estimated $18K.
  • Carrier Global made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #657 holding.
  • Plante Moran Financial Advisors first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • Plante Moran Financial Advisors's Carrier Global position peaked at $477K in Q3 2021.
  • 1,644 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.