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Simplicity Wealth’s Carrier Global CARR Stock Holding History

Simplicity Wealth’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 		$1.87M Buy
+25,557
New +$1.67M 0.06% 293
2024
Q3 		– Sell
-45,191
Closed -$2.85M – 586
2024
Q2 		$2.85M Sell
45,191
-3,781
-8% -$232K 0.06% 288
2024
Q1 		$2.85M Buy
+48,972
New +$2.75M 0.07% 278

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

Simplicity Wealth's CARR Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Carrier Global (CARR) in Q2 2026: 25,557 shares worth $1.87M. The stake represents 0.06% of the portfolio and ranks #293 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in CARR as recently as Q2 2024.

Simplicity Wealth first reported a position in CARR in Q1 2024 and has held it in 3 quarters since. The position peaked at $2.85M in Q2 2024. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Simplicity Wealth held 25,557 shares of Carrier Global worth $1.87M as of Q2 2026.
  • Carrier Global was a new Simplicity Wealth position in Q2 2026.
  • Carrier Global made up 0.06% of Simplicity Wealth's portfolio in Q2 2026, its #293 holding.
  • Simplicity Wealth first reported a position in Carrier Global in Q1 2024 and has held it in 3 quarters since.
  • Simplicity Wealth's Carrier Global position peaked at $2.85M in Q2 2024.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.