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Sequoia Financial Advisors’s Carrier Global CARR Stock Holding History

Sequoia Financial Advisors’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 		$2.77M Buy
37,802
+6,733
+22% +$440K 0.01% 503
2026
Q1 		$1.75M Buy
31,069
+1,320
+4% +$78.1K 0.01% 658
2025
Q4 		$1.57M Buy
29,749
+10,801
+57% +$600K 0.01% 674
2025
Q3 		$1.13M Sell
18,948
-519
-3% -$35.3K 0.01% 725
2025
Q2 		$1.42M Buy
19,467
+1,182
+6% +$80.2K 0.01% 570
2025
Q1 		$1.16M Buy
18,285
+1,400
+8% +$93K 0.01% 570
2024
Q4 		$1.15M Buy
16,885
+2,188
+15% +$165K 0.01% 541
2024
Q3 		$1.18M Buy
14,697
+1,600
+12% +$111K 0.01% 498
2024
Q2 		$826K Buy
13,097
+650
+5% +$39.9K 0.01% 532
2024
Q1 		$724K Sell
12,447
-4,802
-28% -$270K 0.01% 575
2023
Q4 		$991K Buy
17,249
+7,889
+84% +$417K 0.01% 529
2023
Q3 		$517K Sell
9,360
-637
-6% -$35.1K 0.01% 516
2023
Q2 		$497K Buy
9,997
+231
+2% +$10.2K 0.01% 531
2023
Q1 		$447K Buy
9,766
+899
+10% +$40.2K 0.01% 492
2022
Q4 		$366K Buy
8,867
+1,583
+22% +$64.2K 0.01% 522
2022
Q3 		$259K Sell
7,284
-681
-9% -$26.8K 0.01% 432
2022
Q2 		$284K Buy
7,965
+472
+6% +$18.5K 0.01% 452
2022
Q1 		$343K Buy
7,493
+1,412
+23% +$66.5K 0.01% 455
2021
Q4 		$330K Buy
+6,081
New +$328K 0.01% 420
2021
Q3 		– Sell
-20,909
Closed -$1.02M – 284
2021
Q2 		$1.02M Buy
20,909
+823
+4% +$36.8K 0.04% 203
2021
Q1 		$848K Buy
20,086
+171
+0.9% +$6.65K 0.04% 203
2020
Q4 		$751K Buy
19,915
+921
+5% +$33.3K 0.03% 202
2020
Q3 		$580K Sell
18,994
-606
-3% -$17.1K 0.03% 208
2020
Q2 		$436K Buy
+19,600
New +$364K 0.03% 234

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

Sequoia Financial Advisors's CARR Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Carrier Global (CARR) stake by 22% in Q2 2026, buying an estimated $440K and bringing the position to 37,802 shares worth $2.77M. The position accounts for 0.01% of the portfolio, ranked #503.

Sequoia Financial Advisors first reported a position in CARR in Q2 2020 and has held it in 24 quarters since. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Sequoia Financial Advisors held 37,802 shares of Carrier Global worth $2.77M as of Q2 2026.
  • Sequoia Financial Advisors bought 6,733 Carrier Global shares in Q2 2026, an estimated $440K.
  • Carrier Global made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #503 holding.
  • Sequoia Financial Advisors first reported a position in Carrier Global in Q2 2020 and has held it in 24 quarters since.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.