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Sound View Wealth Advisors Group’s Carrier Global CARR Stock Holding History

Sound View Wealth Advisors Group’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
Q1 		$539K Sell
9,575
-556
-5% -$32.9K 0.04% 262
2025
Q4 		$535K Buy
10,131
+261
+3% +$14.5K 0.04% 262
2025
Q3 		$589K Sell
9,870
-964
-9% -$65.5K 0.04% 254
2025
Q2 		$793K Sell
10,834
-330
-3% -$22.4K 0.06% 216
2025
Q1 		$708K Sell
11,164
-419
-4% -$27.8K 0.06% 217
2024
Q4 		$791K Buy
11,583
+850
+8% +$64.1K 0.06% 210
2024
Q3 		$864K Buy
10,733
+2,284
+27% +$159K 0.07% 198
2024
Q2 		$533K Hold
8,449
– – 0.05% 229
2024
Q1 		$491K Sell
8,449
-583
-6% -$32.8K 0.05% 240
2023
Q4 		$519K Sell
9,032
-451
-5% -$23.9K 0.06% 231
2023
Q3 		$523K Buy
9,483
+1,002
+12% +$55.1K 0.07% 213
2023
Q2 		$422K Buy
8,481
+335
+4% +$14.7K 0.06% 239
2023
Q1 		$373K Sell
8,146
-886
-10% -$39.7K 0.05% 259
2022
Q4 		$519K Buy
9,032
+2,473
+38% +$100K 0.06% 231
2022
Q3 		$233K Sell
6,559
-14
-0.2% -$551 0.05% 241
2022
Q2 		$234K Sell
6,573
-366
-5% -$14.4K 0.05% 255
2022
Q1 		$318K Buy
6,939
+4
+0.1% +$188 0.06% 229
2021
Q4 		$376K Sell
6,935
-27
-0.4% -$1.46K 0.07% 207
2021
Q3 		$360K Sell
6,962
-671
-9% -$36.1K 0.08% 200
2021
Q2 		$371K Buy
7,633
+276
+4% +$12.3K 0.08% 205
2021
Q1 		$311K Sell
7,357
-880
-11% -$34.2K 0.07% 211
2020
Q4 		$311K Sell
8,237
-370
-4% -$13.4K 0.08% 197
2020
Q3 		$263K Sell
8,607
-1,151
-12% -$32.6K 0.07% 207
2020
Q2 		$217K Buy
+9,758
New +$181K 0.06% 225

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Sound View Wealth Advisors Group's CARR Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Carrier Global (CARR) stake by 5.5% in Q1 2026, selling an estimated $32.9K and leaving 9,575 shares worth $539K. The position accounts for 0.04% of the portfolio, ranked #262.

Sound View Wealth Advisors Group first reported a position in CARR in Q2 2020 and has held it in 24 quarters since. The position peaked at $864K in Q3 2024. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Sound View Wealth Advisors Group held 9,575 shares of Carrier Global worth $539K as of Q1 2026.
  • Sound View Wealth Advisors Group sold 556 Carrier Global shares in Q1 2026, an estimated $32.9K.
  • Carrier Global made up 0.04% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #262 holding.
  • Sound View Wealth Advisors Group first reported a position in Carrier Global in Q2 2020 and has held it in 24 quarters since.
  • Sound View Wealth Advisors Group's Carrier Global position peaked at $864K in Q3 2024.
  • 1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.