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Spurstone Advisory Services’s Carrier Global CARR Stock Holding History

Spurstone Advisory 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 		$9.95K Buy
138
+87
+171% +$5.69K 0.14% 42
2026
Q1 		$2.87K Hold
51
– – 0.05% 38
2025
Q4 		$2.69K Hold
51
– – 0.04% 57
2025
Q3 		$3.04K Buy
+51
New +$3.46K 0.04% 68
2025
Q1 		– Sell
-2,000
Closed -$137K – 106
2024
Q4 		$137K Buy
+2,000
New +$151K 2.6% 12

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

Spurstone Advisory Services's CARR Position: Q2 2026 in Review

Spurstone Advisory Services increased its Carrier Global (CARR) stake by 171% in Q2 2026, buying an estimated $5.69K and bringing the position to 138 shares worth $9.95K. The position accounts for 0.14% of the portfolio, ranked #42.

Spurstone Advisory Services first reported a position in CARR in Q4 2024 and has held it in 5 quarters since. The position peaked at $137K in Q4 2024. 1,648 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Spurstone Advisory Services held 138 shares of Carrier Global worth $9.95K as of Q2 2026.
  • Spurstone Advisory Services bought 87 Carrier Global shares in Q2 2026, an estimated $5.69K.
  • Carrier Global made up 0.14% of Spurstone Advisory Services's portfolio in Q2 2026, its #42 holding.
  • Spurstone Advisory Services first reported a position in Carrier Global in Q4 2024 and has held it in 5 quarters since.
  • Spurstone Advisory Services's Carrier Global position peaked at $137K in Q4 2024.
  • 1,648 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Spurstone Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.