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

Private 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	$20K	Sell	273 -100	-27%	-$6.54K	﹤0.01%	385
2026 Q1	$21K	Buy	373 +102	+38%	+$6.04K	0.01%	325
2025 Q4	$14.3K	Sell	271 -2	-0.7%	-$111	﹤0.01%	408
2025 Q3	$16.3K	Hold	273	–	–	﹤0.01%	386
2025 Q2	$20K	Buy	273 +39	+17%	+$2.65K	0.01%	304
2025 Q1	$14.8K	Hold	234	–	–	0.01%	364
2024 Q4	$16K	Hold	234	–	–	0.01%	366
2024 Q3	$18.8K	Buy	234 +3	+1%	+$209	0.01%	302
2024 Q2	$14.6K	Hold	231	–	–	0.01%	351
2024 Q1	$13.4K	Hold	231	–	–	0.01%	345
2023 Q4	$13.3K	Buy	+231	New	+$12.2K	0.01%	347

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

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

Private Wealth Management Group reduced its Carrier Global (CARR) stake by 27% in Q2 2026, selling an estimated $6.54K and leaving 273 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Private Wealth Management Group first reported a position in CARR in Q4 2023 and has held it in 11 quarters since. The position peaked at $21K in Q1 2026. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Private Wealth Management Group held 273 shares of Carrier Global worth $20K as of Q2 2026.
Private Wealth Management Group sold 100 Carrier Global shares in Q2 2026, an estimated $6.54K.
Carrier Global made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #385 holding.
Private Wealth Management Group first reported a position in Carrier Global in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Carrier Global position peaked at $21K in Q1 2026.
1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.