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Sound Income Strategies’s Carrier Global CARR Stock Holding History

Sound Income Strategies’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 		– Sell
-514
Closed -$29.3K – 767
2026
Q1 		$29.3K Hold
514
– – ﹤0.01% 1030
2025
Q4 		$28.9K Buy
514
+22
+4% +$1.22K ﹤0.01% 999
2025
Q3 		$28.6K Sell
492
-23
-4% -$1.56K ﹤0.01% 719
2025
Q2 		$37.7K Buy
515
+10
+2% +$679 ﹤0.01% 591
2025
Q1 		$32K Buy
505
+21
+4% +$1.4K ﹤0.01% 610
2024
Q4 		$33K Hold
484
– – ﹤0.01% 562
2024
Q3 		$38.9K Sell
484
-26
-5% -$1.81K ﹤0.01% 503
2024
Q2 		$32.2K Sell
510
-12
-2% -$737 ﹤0.01% 525
2024
Q1 		$30.3K Sell
522
-7
-1% -$393 ﹤0.01% 520
2023
Q4 		$30.4K Buy
529
+27
+5% +$1.43K ﹤0.01% 505
2023
Q3 		$27.7K Hold
502
– – ﹤0.01% 387
2023
Q2 		$25K Sell
502
-128
-20% -$5.63K ﹤0.01% 392
2023
Q1 		$28.8K Hold
630
– – ﹤0.01% 362
2022
Q4 		$26K Sell
630
-32
-5% -$1.3K ﹤0.01% 359
2022
Q3 		$24K Buy
662
+128
+24% +$5.04K ﹤0.01% 330
2022
Q2 		$19K Buy
534
+78
+17% +$3.06K ﹤0.01% 353
2022
Q1 		$21K Sell
456
-23
-5% -$1.08K ﹤0.01% 344
2021
Q4 		$26K Buy
479
+56
+13% +$3.02K ﹤0.01% 327
2021
Q3 		$22K Sell
423
-32
-7% -$1.72K ﹤0.01% 325
2021
Q2 		$22K Sell
455
-797
-64% -$35.6K ﹤0.01% 330
2021
Q1 		$52.9K Buy
1,252
+764
+157% +$29.7K 0.01% 215
2020
Q4 		$18K Hold
488
– – ﹤0.01% 334
2020
Q3 		$15K Hold
488
– – ﹤0.01% 334
2020
Q2 		$11K Buy
+488
New +$9.07K ﹤0.01% 368

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
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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sound Income Strategies's CARR Position: Q2 2026 in Review

Sound Income Strategies sold out of Carrier Global (CARR) in Q2 2026, closing a stake of 514 shares — an estimated $29.3K sold.

Sound Income Strategies first reported a position in CARR in Q2 2020 and held it in 24 quarters. The position peaked at $52.9K in Q1 2021. 1,241 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Sound Income Strategies reported no remaining Carrier Global position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 514 Carrier Global shares in Q2 2026, an estimated $29.3K.
  • Sound Income Strategies first reported a position in Carrier Global in Q2 2020 and held it in 24 quarters.
  • Sound Income Strategies's Carrier Global position peaked at $52.9K in Q1 2021.
  • 1,241 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.