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Principle Wealth Partners’s Carrier Global CARR Stock Holding History

Principle 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 		$1.59M Sell
21,648
-3,716
-15% -$243K 0.08% 154
2026
Q1 		$1.43M Sell
25,364
-100
-0.4% -$5.92K 0.08% 149
2025
Q4 		$1.35M Buy
25,464
+87
+0.3% +$4.84K 0.08% 150
2025
Q3 		$1.52M Buy
25,377
+178
+0.7% +$12.1K 0.09% 136
2025
Q2 		$1.84M Sell
25,199
-190
-0.7% -$12.9K 0.12% 123
2025
Q1 		$1.61M Sell
25,389
-32
-0.1% -$2.13K 0.12% 130
2024
Q4 		$1.74M Hold
25,421
– – 0.12% 128
2024
Q3 		$2.05M Buy
25,421
+604
+2% +$42.1K 0.14% 119
2024
Q2 		$1.57M Buy
24,817
+69
+0.3% +$4.24K 0.12% 132
2024
Q1 		$1.44M Sell
24,748
-2,068
-8% -$116K 0.11% 136
2023
Q4 		$1.54M Buy
26,816
+60
+0.2% +$3.17K 0.13% 132
2023
Q3 		$1.48M Buy
26,756
+1,786
+7% +$98.3K 0.15% 121
2023
Q2 		$1.24M Sell
24,970
-225
-0.9% -$9.9K 0.12% 128
2023
Q1 		$1.15M Buy
25,195
+393
+2% +$17.6K 0.12% 128
2022
Q4 		$1.02M Sell
24,802
-900
-4% -$36.5K 0.12% 127
2022
Q3 		$914K Sell
25,702
-105
-0.4% -$4.13K 0.09% 126
2022
Q2 		$920K Sell
25,807
-1,251
-5% -$49.1K 0.11% 140
2022
Q1 		$1.24M Sell
27,058
-503
-2% -$23.7K 0.13% 122
2021
Q4 		$1.5M Sell
27,561
-196
-0.7% -$10.6K 0.16% 104
2021
Q3 		$1.44M Buy
27,757
+780
+3% +$42K 0.17% 108
2021
Q2 		$1.31M Sell
26,977
-482
-2% -$21.5K 0.15% 113
2021
Q1 		$1.16M Sell
27,459
-1,500
-5% -$58.3K 0.14% 117
2020
Q4 		$1.09M Buy
28,959
+21,313
+279% +$772K 0.14% 117
2020
Q3 		$234K Buy
7,646
+2,265
+42% +$64.1K 0.07% 135
2020
Q2 		$120K Buy
+5,381
New +$100K 0.04% 189

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

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

Principle Wealth Partners reduced its Carrier Global (CARR) stake by 15% in Q2 2026, selling an estimated $243K and leaving 21,648 shares worth $1.59M. The position accounts for 0.08% of the portfolio, ranked #154.

Principle Wealth Partners first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.05M in Q3 2024. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Principle Wealth Partners held 21,648 shares of Carrier Global worth $1.59M as of Q2 2026.
  • Principle Wealth Partners sold 3,716 Carrier Global shares in Q2 2026, an estimated $243K.
  • Carrier Global made up 0.08% of Principle Wealth Partners's portfolio in Q2 2026, its #154 holding.
  • Principle Wealth Partners first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • Principle Wealth Partners's Carrier Global position peaked at $2.05M in Q3 2024.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.