SFMG Wealth Advisors’s Carrier Global CARR Stock Holding History

SFMG Wealth 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	$205K	Buy	+2,800	New	+$183K	0.01%	309

Other funds holding CARR

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SFMG Wealth Advisors's CARR Position: Q2 2026 in Review

SFMG Wealth Advisors opened a new position in Carrier Global (CARR) in Q2 2026: 2,800 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #309 among its holdings.

1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

SFMG Wealth Advisors held 2,800 shares of Carrier Global worth $205K as of Q2 2026.
Carrier Global was a new SFMG Wealth Advisors position in Q2 2026.
Carrier Global made up 0.01% of SFMG Wealth Advisors's portfolio in Q2 2026, its #309 holding.
1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.