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Spire Wealth Management’s Carrier Global CARR Stock Holding History

Spire Wealth Management’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 		$479K Buy
6,534
+62
+1% +$4.05K 0.01% 561
2026
Q1 		$364K Buy
6,472
+618
+11% +$36.6K 0.01% 616
2025
Q4 		$309K Buy
5,854
+375
+7% +$20.8K 0.01% 670
2025
Q3 		$327K Sell
5,479
-1,707
-24% -$116K 0.01% 647
2025
Q2 		$526K Buy
7,186
+100
+1% +$6.79K 0.02% 493
2025
Q1 		$449K Sell
7,086
-98
-1% -$6.51K 0.01% 596
2024
Q4 		$490K Buy
7,184
+312
+5% +$23.5K 0.02% 549
2024
Q3 		$553K Sell
6,872
-129
-2% -$8.98K 0.02% 499
2024
Q2 		$442K Buy
7,001
+703
+11% +$43.2K 0.02% 511
2024
Q1 		$366K Buy
6,298
+109
+2% +$6.12K 0.01% 602
2023
Q4 		$346K Sell
6,189
-128
-2% -$6.77K 0.01% 607
2023
Q3 		$349K Buy
6,317
+23
+0.4% +$1.27K 0.01% 562
2023
Q2 		$313K Sell
6,294
-2,138
-25% -$94.1K 0.01% 607
2023
Q1 		$386K Sell
8,432
-378
-4% -$16.9K 0.02% 551
2022
Q4 		$363K Buy
8,810
+321
+4% +$13K 0.02% 423
2022
Q3 		$302K Buy
8,489
+666
+9% +$26.2K 0.02% 440
2022
Q2 		$279K Sell
7,823
-3,966
-34% -$156K 0.01% 653
2022
Q1 		$541K Buy
11,789
+313
+3% +$14.7K 0.01% 550
2021
Q4 		$622K Sell
11,476
-4,564
-28% -$246K 0.01% 616
2021
Q3 		$830K Buy
16,040
+1,262
+9% +$67.9K 0.02% 455
2021
Q2 		$718K Buy
14,778
+6,423
+77% +$287K 0.02% 512
2021
Q1 		$287K Buy
+8,355
New +$325K 0.01% 889

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

Spire Wealth Management's CARR Position: Q2 2026 in Review

Spire Wealth Management increased its Carrier Global (CARR) stake by 0.96% in Q2 2026, buying an estimated $4.05K and bringing the position to 6,534 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #561.

Spire Wealth Management first reported a position in CARR in Q1 2021 and has held it in 22 quarters since. The position peaked at $830K in Q3 2021. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Spire Wealth Management held 6,534 shares of Carrier Global worth $479K as of Q2 2026.
  • Spire Wealth Management bought 62 Carrier Global shares in Q2 2026, an estimated $4.05K.
  • Carrier Global made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #561 holding.
  • Spire Wealth Management first reported a position in Carrier Global in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Carrier Global position peaked at $830K in Q3 2021.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.