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Pure Financial Advisors’s Carrier Global CARR Stock Holding History

Pure Financial Advisors’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 		$474K Sell
6,459
-156
-2% -$10.2K 0.01% 386
2026
Q1 		$372K Buy
6,615
+1,655
+33% +$98K 0.01% 404
2025
Q4 		$262K Sell
4,960
-486
-9% -$27K ﹤0.01% 448
2025
Q3 		$325K Buy
5,446
+777
+17% +$52.8K 0.01% 382
2025
Q2 		$342K Buy
4,669
+539
+13% +$36.6K 0.01% 362
2025
Q1 		$262K Sell
4,130
-522
-11% -$34.7K 0.01% 335
2024
Q4 		$318K Buy
4,652
+425
+10% +$32.1K 0.01% 280
2024
Q3 		$340K Sell
4,227
-65
-2% -$4.53K 0.01% 262
2024
Q2 		$271K Buy
4,292
+64
+2% +$3.93K 0.01% 270
2024
Q1 		$246K Buy
4,228
+169
+4% +$9.49K 0.01% 275
2023
Q4 		$233K Sell
4,059
-487
-11% -$25.8K 0.01% 274
2023
Q3 		$251K Buy
4,546
+171
+4% +$9.41K 0.01% 234
2023
Q2 		$218K Sell
4,375
-42
-1% -$1.85K 0.01% 241
2023
Q1 		$202K Buy
+4,417
New +$198K 0.01% 244

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

Pure Financial Advisors's CARR Position: Q2 2026 in Review

Pure Financial Advisors reduced its Carrier Global (CARR) stake by 2.4% in Q2 2026, selling an estimated $10.2K and leaving 6,459 shares worth $474K. The position accounts for 0.01% of the portfolio, ranked #386.

Pure Financial Advisors first reported a position in CARR in Q1 2023 and has held it in 14 quarters since. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Pure Financial Advisors held 6,459 shares of Carrier Global worth $474K as of Q2 2026.
  • Pure Financial Advisors sold 156 Carrier Global shares in Q2 2026, an estimated $10.2K.
  • Carrier Global made up 0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #386 holding.
  • Pure Financial Advisors first reported a position in Carrier Global in Q1 2023 and has held it in 14 quarters since.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.