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Retirement Wealth Solutions’s Carrier Global CARR Stock Holding History

Retirement Wealth Solutions’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 		$2.13K Buy
29
+16
+123% +$1.05K ﹤0.01% 515
2026
Q1 		$733 Sell
13
-1
-7% -$59 ﹤0.01% 678
2025
Q4 		$740 Sell
14
-51
-78% -$2.83K ﹤0.01% 630
2025
Q3 		$3.88K Buy
+65
New +$4.42K ﹤0.01% 350

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

Retirement Wealth Solutions's CARR Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Carrier Global (CARR) stake by 123% in Q2 2026, buying an estimated $1.05K and bringing the position to 29 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Retirement Wealth Solutions first reported a position in CARR in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.88K in Q3 2025. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Retirement Wealth Solutions held 29 shares of Carrier Global worth $2.13K as of Q2 2026.
  • Retirement Wealth Solutions bought 16 Carrier Global shares in Q2 2026, an estimated $1.05K.
  • Carrier Global made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #515 holding.
  • Retirement Wealth Solutions first reported a position in Carrier Global in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's Carrier Global position peaked at $3.88K in Q3 2025.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.