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Proficio Capital Partners’s Carrier Global CARR Stock Holding History

Proficio Capital 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 		$548K Buy
+7,478
New +$489K 0.02% 308
2025
Q3 		– Sell
-7,961
Closed -$583K – 253
2025
Q2 		$583K Buy
7,961
+345
+5% +$23.4K 0.04% 224
2025
Q1 		$483K Buy
7,616
+418
+6% +$27.8K 0.04% 219
2024
Q4 		$491K Buy
7,198
+2,770
+63% +$209K 0.04% 193
2024
Q3 		$356K Sell
4,428
-2,420
-35% -$169K 0.04% 198
2024
Q2 		$432K Buy
6,848
+158
+2% +$9.7K 0.05% 190
2024
Q1 		$389K Buy
6,690
+71
+1% +$3.99K 0.04% 206
2023
Q4 		$380K Buy
6,619
+116
+2% +$6.14K 0.05% 177
2023
Q3 		$359K Buy
6,503
+79
+1% +$4.35K 0.05% 182
2023
Q2 		$319K Sell
6,424
-985
-13% -$43.3K 0.04% 207
2023
Q1 		$339K Buy
7,409
+240
+3% +$10.7K 0.05% 194
2022
Q4 		$296K Buy
+7,169
New +$291K 0.06% 203
2022
Q2 		– Sell
-5,431
Closed -$248K – 274
2022
Q1 		$248K Buy
5,431
+1,492
+38% +$70.3K 0.04% 238
2021
Q4 		$214K Buy
+3,939
New +$213K 0.03% 279

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

Proficio Capital Partners's CARR Position: Q2 2026 in Review

Proficio Capital Partners opened a new position in Carrier Global (CARR) in Q2 2026: 7,478 shares worth $548K. The stake represents 0.02% of the portfolio and ranks #308 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in CARR as recently as Q2 2025.

Proficio Capital Partners first reported a position in CARR in Q4 2021 and has held it in 14 quarters since. The position peaked at $583K in Q2 2025. 1,650 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Proficio Capital Partners held 7,478 shares of Carrier Global worth $548K as of Q2 2026.
  • Carrier Global was a new Proficio Capital Partners position in Q2 2026.
  • Carrier Global made up 0.02% of Proficio Capital Partners's portfolio in Q2 2026, its #308 holding.
  • Proficio Capital Partners first reported a position in Carrier Global in Q4 2021 and has held it in 14 quarters since.
  • Proficio Capital Partners's Carrier Global position peaked at $583K in Q2 2025.
  • 1,650 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.