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QTR Family Wealth’s Carrier Global CARR Stock Holding History

QTR Family Wealth’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 		$314K Buy
+4,282
New +$280K 0.11% 208
2026
Q1 		– Sell
-3,983
Closed -$262K – 293
2025
Q4 		$262K Buy
+3,983
New +$221K 0.12% 206

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 $3.38T AUM 44.17% 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

QTR Family Wealth's CARR Position: Q2 2026 in Review

QTR Family Wealth opened a new position in Carrier Global (CARR) in Q2 2026: 4,282 shares worth $314K. The stake represents 0.11% of the portfolio and ranks #208 among its holdings. This is a return to the name: QTR Family Wealth previously reported a position in CARR as recently as Q4 2025.

QTR Family Wealth first reported a position in CARR in Q4 2025 and has held it in 2 quarters since. 1,653 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • QTR Family Wealth held 4,282 shares of Carrier Global worth $314K as of Q2 2026.
  • Carrier Global was a new QTR Family Wealth position in Q2 2026.
  • Carrier Global made up 0.11% of QTR Family Wealth's portfolio in Q2 2026, its #208 holding.
  • QTR Family Wealth first reported a position in Carrier Global in Q4 2025 and has held it in 2 quarters since.
  • 1,653 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.