Portus Wealth Advisors’s Carrier Global CARR Stock Holding History

Portus Wealth 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	–	Sell	-30	Closed	-$1.69K	–	118
2026 Q1	$1.69K	Buy	+30	New	+$1.78K	﹤0.01%	305

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

Portus Wealth Advisors's CARR Position: Q2 2026 in Review

Portus Wealth Advisors sold out of Carrier Global (CARR) in Q2 2026, closing a stake of 30 shares — an estimated $1.69K sold.

Portus Wealth Advisors first reported a position in CARR in Q1 2026 and held it in 1 quarter. The position peaked at $1.69K in Q1 2026. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Portus Wealth Advisors reported no remaining Carrier Global position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 30 Carrier Global shares in Q2 2026, an estimated $1.69K.
Portus Wealth Advisors first reported a position in Carrier Global in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Carrier Global position peaked at $1.69K in Q1 2026.
1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.