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Prestige Wealth Management Group’s Carrier Global CARR Stock Holding History

Prestige Wealth Management Group’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 		$48.4K Buy
660
+13
+2% +$850 0.01% 272
2026
Q1 		$36.4K Sell
647
-40
-6% -$2.37K 0.01% 283
2025
Q4 		$36.3K Buy
687
+40
+6% +$2.22K 0.01% 286
2025
Q3 		$38.6K Hold
647
– – 0.01% 296
2025
Q2 		$47.4K Hold
647
– – 0.01% 261
2025
Q1 		$41K Sell
647
-226
-26% -$15K 0.01% 273
2024
Q4 		$59.7K Buy
873
+1
+0.1% +$75 0.01% 240
2024
Q3 		$70.2K Buy
872
+225
+35% +$15.7K 0.01% 224
2024
Q2 		$40.9K Hold
647
– – 0.01% 243
2024
Q1 		$37.6K Hold
647
– – 0.01% 280
2023
Q4 		$37.3K Hold
647
– – 0.01% 269
2023
Q3 		$35.7K Hold
647
– – 0.01% 273
2023
Q2 		$32.3K Sell
647
-2
-0.3% -$88 0.01% 307
2023
Q1 		$29.7K Sell
649
-175
-21% -$7.83K 0.01% 285
2022
Q4 		$34.1K Buy
824
+175
+27% +$7.1K 0.01% 290
2022
Q3 		$23K Hold
649
– – 0.01% 295
2022
Q2 		$23K Hold
649
– – 0.01% 309
2022
Q1 		$29K Hold
649
– – 0.01% 291
2021
Q4 		$35K Sell
649
-64
-9% -$3.45K 0.01% 298
2021
Q3 		$37K Buy
713
+64
+10% +$3.44K 0.01% 285
2021
Q2 		$32K Sell
649
-48
-7% -$2.15K 0.01% 289
2021
Q1 		$30K Hold
697
– – 0.01% 302
2020
Q4 		$27K Sell
697
-30
-4% -$1.09K 0.01% 309
2020
Q3 		$22K Buy
727
+10
+1% +$283 0.01% 331
2020
Q2 		$16K Buy
+717
New +$13.3K 0.01% 362

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

Prestige Wealth Management Group's CARR Position: Q2 2026 in Review

Prestige Wealth Management Group increased its Carrier Global (CARR) stake by 2% in Q2 2026, buying an estimated $850 and bringing the position to 660 shares worth $48.4K. The position accounts for 0.01% of the portfolio, ranked #272.

Prestige Wealth Management Group first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $70.2K in Q3 2024. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Prestige Wealth Management Group held 660 shares of Carrier Global worth $48.4K as of Q2 2026.
  • Prestige Wealth Management Group bought 13 Carrier Global shares in Q2 2026, an estimated $850.
  • Carrier Global made up 0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #272 holding.
  • Prestige Wealth Management Group first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • Prestige Wealth Management Group's Carrier Global position peaked at $70.2K in Q3 2024.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.