Sowell Financial Services’s Carrier Global CARR Stock Holding History

Sowell Financial Services’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	$204K	Buy	+2,776	New	+$181K	0.01%	1079
2025 Q3	–	Sell	-3,479	Closed	-$255K	–	1084
2025 Q2	$255K	Sell	3,479 -220	-6%	-$14.9K	0.01%	868
2025 Q1	$234K	Buy	+3,699	New	+$246K	0.01%	868
2022 Q1	–	Sell	-13,675	Closed	-$742K	–	211
2021 Q4	$742K	Buy	13,675 +99	+0.7%	+$5.34K	0.04%	374
2021 Q3	$703K	Sell	13,576 -5,680	-29%	-$306K	0.05%	349
2021 Q2	$936K	Sell	19,256 -2,016	-9%	-$90.1K	0.06%	317
2021 Q1	$939K	Buy	21,272 +855	+4%	+$33.2K	0.03%	432
2020 Q4	$770K	Buy	20,417 +14,195	+228%	+$514K	0.03%	388
2020 Q3	$190K	Sell	6,222 -1,402	-18%	-$39.7K	0.01%	744
2020 Q2	$169K	Buy	+7,624	New	+$142K	0.01%	784

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

Sowell Financial Services's CARR Position: Q2 2026 in Review

Sowell Financial Services opened a new position in Carrier Global (CARR) in Q2 2026: 2,776 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #1079 among its holdings. This is a return to the name: Sowell Financial Services previously reported a position in CARR as recently as Q2 2025.

Sowell Financial Services first reported a position in CARR in Q2 2020 and has held it in 10 quarters since. The position peaked at $939K in Q1 2021. 1,644 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Sowell Financial Services held 2,776 shares of Carrier Global worth $204K as of Q2 2026.
Carrier Global was a new Sowell Financial Services position in Q2 2026.
Carrier Global made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1079 holding.
Sowell Financial Services first reported a position in Carrier Global in Q2 2020 and has held it in 10 quarters since.
Sowell Financial Services's Carrier Global position peaked at $939K in Q1 2021.
1,644 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.