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Raffa Wealth Management’s Carrier Global CARR Stock Holding History

Raffa 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 		$19.5K Buy
266
+14
+6% +$915 ﹤0.01% 295
2026
Q1 		$14.2K Buy
252
+4
+2% +$237 ﹤0.01% 325
2025
Q4 		$13.1K Buy
248
+38
+18% +$2.11K ﹤0.01% 325
2025
Q3 		$12.5K Buy
210
+16
+8% +$1.09K ﹤0.01% 324
2025
Q2 		$14.2K Sell
194
-77
-28% -$5.22K ﹤0.01% 313
2025
Q1 		$17.2K Hold
271
– – ﹤0.01% 240
2024
Q4 		$18.5K Buy
271
+70
+35% +$5.28K ﹤0.01% 238
2024
Q3 		$16.2K Hold
201
– – ﹤0.01% 252
2024
Q2 		$12.7K Hold
201
– – ﹤0.01% 405
2024
Q1 		$11.7K Hold
201
– – ﹤0.01% 407
2023
Q4 		$11.5K Hold
201
– – ﹤0.01% 274
2023
Q3 		$11.1K Hold
201
– – ﹤0.01% 265
2023
Q2 		$9.99K Sell
201
-2,300
-92% -$101K ﹤0.01% 283
2023
Q1 		$114K Hold
2,501
– – 0.04% 90
2022
Q4 		$103K Buy
2,501
+94
+4% +$3.81K 0.04% 83
2022
Q3 		$85.6K Hold
2,407
– – 0.04% 97
2022
Q2 		$85.8K Hold
2,407
– – 0.04% 99
2022
Q1 		$110K Hold
2,407
– – 0.04% 83
2021
Q4 		$131K Sell
2,407
-9
-0.4% -$486 0.04% 76
2021
Q3 		$125K Buy
2,416
+9
+0.4% +$484 0.04% 64
2021
Q2 		$117K Hold
2,407
– – 0.04% 65
2021
Q1 		$102K Buy
2,407
+34
+1% +$1.32K 0.04% 94
2020
Q4 		$89.5K Sell
2,373
-22
-0.9% -$796 0.03% 95
2020
Q3 		$73.1K Buy
2,395
+22
+0.9% +$622 0.03% 95
2020
Q2 		$52.7K Buy
+2,373
New +$44.1K 0.02% 113

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

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

Raffa Wealth Management increased its Carrier Global (CARR) stake by 5.6% in Q2 2026, buying an estimated $915 and bringing the position to 266 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Raffa Wealth Management first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $131K in Q4 2021. 1,561 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Raffa Wealth Management held 266 shares of Carrier Global worth $19.5K as of Q2 2026.
  • Raffa Wealth Management bought 14 Carrier Global shares in Q2 2026, an estimated $915.
  • Carrier Global made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #295 holding.
  • Raffa Wealth Management first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • Raffa Wealth Management's Carrier Global position peaked at $131K in Q4 2021.
  • 1,561 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

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