PWA
CARR icon

Principia Wealth Advisory’s Carrier Global CARR Stock Holding History

Principia Wealth Advisory’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 		$4.62K Buy
63
+9
+17% +$588 ﹤0.01% 382
2026
Q1 		$3.04K Buy
54
+22
+69% +$1.3K ﹤0.01% 406
2025
Q4 		$1.69K Sell
32
-7
-18% -$389 ﹤0.01% 497
2025
Q3 		$2.33K Buy
39
+7
+22% +$476 ﹤0.01% 407
2025
Q2 		$2.34K Buy
32
+21
+191% +$1.43K ﹤0.01% 351
2025
Q1 		$668 Sell
11
-14
-56% -$930 ﹤0.01% 501
2024
Q4 		$1.71K Buy
+25
New +$1.89K ﹤0.01% 269

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

Principia Wealth Advisory's CARR Position: Q2 2026 in Review

Principia Wealth Advisory increased its Carrier Global (CARR) stake by 17% in Q2 2026, buying an estimated $588 and bringing the position to 63 shares worth $4.62K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

Principia Wealth Advisory first reported a position in CARR in Q4 2024 and has held it in 7 quarters since. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Principia Wealth Advisory held 63 shares of Carrier Global worth $4.62K as of Q2 2026.
  • Principia Wealth Advisory bought 9 Carrier Global shares in Q2 2026, an estimated $588.
  • Carrier Global made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #382 holding.
  • Principia Wealth Advisory first reported a position in Carrier Global in Q4 2024 and has held it in 7 quarters since.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.