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Sagespring Wealth Partners’s Carrier Global CARR Stock Holding History

Sagespring 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 		$747K Buy
10,183
+161
+2% +$10.5K 0.01% 423
2026
Q1 		$564K Buy
10,022
+601
+6% +$35.6K 0.01% 467
2025
Q4 		$498K Sell
9,421
-1,432
-13% -$79.6K 0.01% 475
2025
Q3 		$648K Buy
10,853
+226
+2% +$15.4K 0.01% 404
2025
Q2 		$778K Sell
10,627
-80
-0.7% -$5.43K 0.02% 341
2025
Q1 		$679K Buy
10,707
+1,373
+15% +$91.2K 0.02% 322
2024
Q4 		$637K Buy
+9,334
New +$704K 0.02% 296

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

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

Sagespring Wealth Partners increased its Carrier Global (CARR) stake by 1.6% in Q2 2026, buying an estimated $10.5K and bringing the position to 10,183 shares worth $747K. The position accounts for 0.01% of the portfolio, ranked #423.

Sagespring Wealth Partners first reported a position in CARR in Q4 2024 and has held it in 7 quarters since. The position peaked at $778K in Q2 2025. 1,650 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Sagespring Wealth Partners held 10,183 shares of Carrier Global worth $747K as of Q2 2026.
  • Sagespring Wealth Partners bought 161 Carrier Global shares in Q2 2026, an estimated $10.5K.
  • Carrier Global made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #423 holding.
  • Sagespring Wealth Partners first reported a position in Carrier Global in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's Carrier Global position peaked at $778K in Q2 2025.
  • 1,650 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.