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RWA Wealth Partners’s Carrier Global CARR Stock Holding History

RWA Wealth Partners’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 		$578K Buy
7,874
+3,546
+82% +$232K 0.01% 446
2026
Q1 		$244K Sell
4,328
-83,639
-95% -$4.95M ﹤0.01% 580
2025
Q4 		$4.65M Buy
87,967
+83,466
+1,854% +$4.64M 0.05% 171
2025
Q3 		$269K Sell
4,501
-2,997
-40% -$204K ﹤0.01% 544
2025
Q2 		$549K Buy
7,498
+2,098
+39% +$142K 0.01% 409
2025
Q1 		$342K Buy
5,400
+295
+6% +$19.6K ﹤0.01% 460
2024
Q4 		$348K Sell
5,105
-2,447
-32% -$185K ﹤0.01% 463
2024
Q3 		$608K Buy
7,552
+3,550
+89% +$247K 0.01% 386
2024
Q2 		$252K Hold
4,002
– – ﹤0.01% 487
2024
Q1 		$233K Sell
4,002
-195
-5% -$11K ﹤0.01% 502
2023
Q4 		$241K Buy
+4,197
New +$222K ﹤0.01% 477

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

RWA Wealth Partners's CARR Position: Q2 2026 in Review

RWA Wealth Partners increased its Carrier Global (CARR) stake by 82% in Q2 2026, buying an estimated $232K and bringing the position to 7,874 shares worth $578K. The position accounts for 0.01% of the portfolio, ranked #446.

RWA Wealth Partners first reported a position in CARR in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.65M in Q4 2025. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • RWA Wealth Partners held 7,874 shares of Carrier Global worth $578K as of Q2 2026.
  • RWA Wealth Partners bought 3,546 Carrier Global shares in Q2 2026, an estimated $232K.
  • Carrier Global made up 0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #446 holding.
  • RWA Wealth Partners first reported a position in Carrier Global in Q4 2023 and has held it in 11 quarters since.
  • RWA Wealth Partners's Carrier Global position peaked at $4.65M in Q4 2025.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.