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Souders Financial Advisors’s Carrier Global CARR Stock Holding History

Souders 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 		$1.69M Sell
23,026
-918
-4% -$60K 0.17% 67
2026
Q1 		$1.35M Sell
23,944
-890
-4% -$52.7K 0.15% 76
2025
Q4 		$1.31M Sell
24,834
-3,094
-11% -$172K 0.15% 78
2025
Q3 		$1.67M Sell
27,928
-1,649
-6% -$112K 0.2% 64
2025
Q2 		$2.16M Sell
29,577
-5,200
-15% -$353K 0.28% 51
2025
Q1 		$2.2M Sell
34,777
-23,488
-40% -$1.56M 0.31% 54
2024
Q4 		$3.98M Sell
58,265
-19,747
-25% -$1.49M 0.56% 43
2024
Q3 		$6.28M Sell
78,012
-2,578
-3% -$180K 0.87% 31
2024
Q2 		$5.08M Buy
80,590
+1,521
+2% +$93.4K 0.77% 38
2024
Q1 		$4.6M Buy
79,069
+2,257
+3% +$127K 0.73% 39
2023
Q4 		$4.41M Buy
76,812
+882
+1% +$46.7K 0.76% 37
2023
Q3 		$4.19M Sell
75,930
-8,324
-10% -$458K 0.8% 35
2023
Q2 		$4.19M Sell
84,254
-4,323
-5% -$190K 0.8% 36
2023
Q1 		$4.05M Buy
88,577
+912
+1% +$40.8K 0.86% 33
2022
Q4 		$3.62M Buy
87,665
+19,839
+29% +$805K 0.83% 35
2022
Q3 		$2.41M Buy
67,826
+4,742
+8% +$187K 0.65% 53
2022
Q2 		$2.25M Buy
63,084
+3,859
+7% +$151K 0.65% 51
2022
Q1 		$2.72M Buy
59,225
+2,511
+4% +$118K 0.79% 39
2021
Q4 		$3.08M Sell
56,714
-235
-0.4% -$12.7K 0.88% 37
2021
Q3 		$2.95M Buy
56,949
+758
+1% +$40.8K 0.95% 35
2021
Q2 		$2.73M Buy
+56,191
New +$2.51M 0.92% 36

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

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

Souders Financial Advisors reduced its Carrier Global (CARR) stake by 3.8% in Q2 2026, selling an estimated $60K and leaving 23,026 shares worth $1.69M. The position accounts for 0.17% of the portfolio, ranked #67.

Souders Financial Advisors first reported a position in CARR in Q2 2021 and has held it in 21 quarters since. The position peaked at $6.28M in Q3 2024. 1,648 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Souders Financial Advisors held 23,026 shares of Carrier Global worth $1.69M as of Q2 2026.
  • Souders Financial Advisors sold 918 Carrier Global shares in Q2 2026, an estimated $60K.
  • Carrier Global made up 0.17% of Souders Financial Advisors's portfolio in Q2 2026, its #67 holding.
  • Souders Financial Advisors first reported a position in Carrier Global in Q2 2021 and has held it in 21 quarters since.
  • Souders Financial Advisors's Carrier Global position peaked at $6.28M in Q3 2024.
  • 1,648 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.