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Rachor Investment Advisory Services’s Carrier Global CARR Stock Holding History

Rachor Investment Advisory 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 		$23.5K Hold
320
– – 0.01% 77
2026
Q1 		$18K Hold
320
– – 0.01% 91
2025
Q4 		$16.9K Buy
+320
New +$17.8K 0.01% 89

Other funds holding CARR

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Rachor Investment Advisory Services's CARR Position: Q2 2026 in Review

Rachor Investment Advisory Services held its Carrier Global (CARR) position steady in Q2 2026 at 320 shares worth $23.5K. The position accounts for 0.01% of the portfolio, ranked #77.

Rachor Investment Advisory Services first reported a position in CARR in Q4 2025 and has held it in 3 quarters since. 900 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Rachor Investment Advisory Services held 320 shares of Carrier Global worth $23.5K as of Q2 2026.
  • Rachor Investment Advisory Services left its Carrier Global share count unchanged in Q2 2026.
  • Carrier Global made up 0.01% of Rachor Investment Advisory Services's portfolio in Q2 2026, its #77 holding.
  • Rachor Investment Advisory Services first reported a position in Carrier Global in Q4 2025 and has held it in 3 quarters since.
  • 900 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Rachor Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.