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Quaker Wealth Management’s Carrier Global CARR Stock Holding History

Quaker Wealth Management’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 		$64.7K Buy
882
+5
+0.6% +$327 0.02% 146
2026
Q1 		$49.4K Sell
877
-132
-13% -$7.81K 0.02% 163
2025
Q4 		$53.3K Hold
1,009
– – 0.02% 159
2025
Q3 		$60.2K Hold
1,009
– – 0.02% 151
2025
Q2 		$73.9K Buy
+1,009
New +$68.5K 0.02% 131

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

Quaker Wealth Management's CARR Position: Q2 2026 in Review

Quaker Wealth Management increased its Carrier Global (CARR) stake by 0.57% in Q2 2026, buying an estimated $327 and bringing the position to 882 shares worth $64.7K. The position accounts for 0.02% of the portfolio, ranked #146.

Quaker Wealth Management first reported a position in CARR in Q2 2025 and has held it in 5 quarters since. The position peaked at $73.9K in Q2 2025. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Quaker Wealth Management held 882 shares of Carrier Global worth $64.7K as of Q2 2026.
  • Quaker Wealth Management bought 5 Carrier Global shares in Q2 2026, an estimated $327.
  • Carrier Global made up 0.02% of Quaker Wealth Management's portfolio in Q2 2026, its #146 holding.
  • Quaker Wealth Management first reported a position in Carrier Global in Q2 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's Carrier Global position peaked at $73.9K in Q2 2025.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.