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Rialto Wealth Management’s Carrier Global CARR Stock Holding History

Rialto 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 		$719K Sell
9,804
-65
-0.7% -$4.25K 0.14% 93
2026
Q1 		$556K Buy
9,869
+36
+0.4% +$2.13K 0.12% 100
2025
Q4 		$520K Buy
9,833
+90
+0.9% +$5K 0.12% 98
2025
Q3 		$582K Sell
9,743
-20
-0.2% -$1.36K 0.15% 88
2025
Q2 		$715K Sell
9,763
-64
-0.7% -$4.34K 0.2% 82
2025
Q1 		$623K Buy
9,827
+257
+3% +$17.1K 0.2% 83
2024
Q4 		$653K Buy
+9,570
New +$722K 0.22% 77

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

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

Rialto Wealth Management reduced its Carrier Global (CARR) stake by 0.66% in Q2 2026, selling an estimated $4.25K and leaving 9,804 shares worth $719K. The position accounts for 0.14% of the portfolio, ranked #93.

Rialto Wealth Management first reported a position in CARR in Q4 2024 and has held it in 7 quarters since. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Rialto Wealth Management held 9,804 shares of Carrier Global worth $719K as of Q2 2026.
  • Rialto Wealth Management sold 65 Carrier Global shares in Q2 2026, an estimated $4.25K.
  • Carrier Global made up 0.14% of Rialto Wealth Management's portfolio in Q2 2026, its #93 holding.
  • Rialto Wealth Management first reported a position in Carrier Global in Q4 2024 and has held it in 7 quarters since.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.