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Savvy Advisors Inc’s Carrier Global CARR Stock Holding History

Savvy Advisors Inc’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 		$897K Sell
12,232
-195
-2% -$12.7K 0.02% 557
2026
Q1 		$700K Buy
12,427
+3,985
+47% +$236K 0.02% 550
2025
Q4 		$446K Buy
8,442
+1,338
+19% +$74.4K 0.01% 612
2025
Q3 		$424K Buy
7,104
+2,471
+53% +$168K 0.02% 484
2025
Q2 		$339K Buy
4,633
+1,012
+28% +$68.7K 0.02% 458
2025
Q1 		$230K Buy
3,621
+416
+13% +$27.6K 0.02% 452
2024
Q4 		$219K Buy
+3,205
New +$242K 0.03% 410

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 $3.38T AUM 44.17% 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

Savvy Advisors Inc's CARR Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Carrier Global (CARR) stake by 1.6% in Q2 2026, selling an estimated $12.7K and leaving 12,232 shares worth $897K. The position accounts for 0.02% of the portfolio, ranked #557.

Savvy Advisors Inc first reported a position in CARR in Q4 2024 and has held it in 7 quarters since. 1,653 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Savvy Advisors Inc held 12,232 shares of Carrier Global worth $897K as of Q2 2026.
  • Savvy Advisors Inc sold 195 Carrier Global shares in Q2 2026, an estimated $12.7K.
  • Carrier Global made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #557 holding.
  • Savvy Advisors Inc first reported a position in Carrier Global in Q4 2024 and has held it in 7 quarters since.
  • 1,653 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.