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Ponta Wealth Partners’s Carrier Global CARR Stock Holding History

Ponta Wealth Partners’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
-4,650
Closed -$262K – 200
2026
Q1 		$262K Buy
4,650
+208
+5% +$12.3K 0.21% 102
2025
Q4 		$235K Buy
+4,442
New +$247K 0.22% 94

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Vanguard Portfolio Management
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
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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

Ponta Wealth Partners's CARR Position: Q2 2026 in Review

Ponta Wealth Partners sold out of Carrier Global (CARR) in Q2 2026, closing a stake of 4,650 shares — an estimated $262K sold.

Ponta Wealth Partners first reported a position in CARR in Q4 2025 and held it in 2 quarters. The position peaked at $262K in Q1 2026. 1,644 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Ponta Wealth Partners reported no remaining Carrier Global position as of Q2 2026 after selling out during the quarter.
  • Ponta Wealth Partners sold 4,650 Carrier Global shares in Q2 2026, an estimated $262K.
  • Ponta Wealth Partners first reported a position in Carrier Global in Q4 2025 and held it in 2 quarters.
  • Ponta Wealth Partners's Carrier Global position peaked at $262K in Q1 2026.
  • 1,644 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Ponta Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.