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Prospera Financial Services’s Carrier Global CARR Stock Holding History

Prospera Financial Services’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 		$616K Buy
8,390
+976
+13% +$63.8K 0.01% 958
2026
Q1 		$418K Sell
7,414
-1,201
-14% -$71.1K 0.01% 1072
2025
Q4 		$456K Sell
8,615
-205
-2% -$11.4K 0.01% 957
2025
Q3 		$527K Sell
8,820
-636
-7% -$43.2K 0.01% 914
2025
Q2 		$693K Sell
9,456
-138
-1% -$9.36K 0.01% 791
2025
Q1 		$609K Sell
9,594
-21
-0.2% -$1.4K 0.01% 706
2024
Q4 		$657K Buy
9,615
+220
+2% +$16.6K 0.02% 655
2024
Q3 		$757K Sell
9,395
-193
-2% -$13.4K 0.02% 585
2024
Q2 		$605K Buy
9,588
+470
+5% +$28.9K 0.02% 647
2024
Q1 		$530K Sell
9,118
-1,176
-11% -$66.1K 0.02% 691
2023
Q4 		$591K Sell
10,294
-5,597
-35% -$296K 0.02% 603
2023
Q3 		$878K Buy
15,891
+197
+1% +$10.8K 0.03% 449
2023
Q2 		$780K Buy
15,694
+308
+2% +$13.6K 0.03% 484
2023
Q1 		$704K Buy
15,386
+108
+0.7% +$4.83K 0.03% 515
2022
Q4 		$630K Buy
15,278
+7,207
+89% +$292K 0.03% 474
2022
Q3 		$287K Sell
8,071
-250
-3% -$9.85K 0.02% 667
2022
Q2 		$297K Sell
8,321
-2,022
-20% -$79.4K 0.02% 637
2022
Q1 		$475K Sell
10,343
-41
-0.4% -$1.93K 0.02% 612
2021
Q4 		$563K Buy
10,384
+188
+2% +$10.1K 0.02% 539
2021
Q3 		$528K Buy
+10,196
New +$549K 0.03% 521
2021
Q1 		– Sell
-28,891
Closed -$1.09M – 744
2020
Q4 		$1.09M Buy
28,891
+25,698
+805% +$930K 0.08% 275
2020
Q3 		$98K Buy
+3,193
New +$90.3K 0.04% 411

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

Prospera Financial Services's CARR Position: Q2 2026 in Review

Prospera Financial Services increased its Carrier Global (CARR) stake by 13% in Q2 2026, buying an estimated $63.8K and bringing the position to 8,390 shares worth $616K. The position accounts for 0.01% of the portfolio, ranked #958.

Prospera Financial Services first reported a position in CARR in Q3 2020 and has held it in 22 quarters since. The position peaked at $1.09M in Q4 2020. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Prospera Financial Services held 8,390 shares of Carrier Global worth $616K as of Q2 2026.
  • Prospera Financial Services bought 976 Carrier Global shares in Q2 2026, an estimated $63.8K.
  • Carrier Global made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #958 holding.
  • Prospera Financial Services first reported a position in Carrier Global in Q3 2020 and has held it in 22 quarters since.
  • Prospera Financial Services's Carrier Global position peaked at $1.09M in Q4 2020.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.