SIA
CARR icon

Strategic Investment Advisors’s Carrier Global CARR Stock Holding History

Strategic Investment Advisors’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 		$256K Sell
3,486
-246
-7% -$16.1K 0.02% 290
2026
Q1 		$210K Buy
+3,732
New +$221K 0.01% 306

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

Strategic Investment Advisors's CARR Position: Q2 2026 in Review

Strategic Investment Advisors reduced its Carrier Global (CARR) stake by 6.6% in Q2 2026, selling an estimated $16.1K and leaving 3,486 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #290.

Strategic Investment Advisors first reported a position in CARR in Q1 2026 and has held it in 2 quarters since. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Strategic Investment Advisors held 3,486 shares of Carrier Global worth $256K as of Q2 2026.
  • Strategic Investment Advisors sold 246 Carrier Global shares in Q2 2026, an estimated $16.1K.
  • Carrier Global made up 0.02% of Strategic Investment Advisors's portfolio in Q2 2026, its #290 holding.
  • Strategic Investment Advisors first reported a position in Carrier Global in Q1 2026 and has held it in 2 quarters since.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.