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Strategic Wealth Partners’s Carrier Global CARR Stock Holding History

Strategic Wealth Partners’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 		$367 Buy
+5
New +$327 ﹤0.01% 1350
2025
Q4 		– Sell
-289
Closed -$17.3K – 1471
2025
Q3 		$17.3K Sell
289
-7
-2% -$476 ﹤0.01% 764
2025
Q2 		$21.7K Buy
+296
New +$20.1K ﹤0.01% 634

Other funds holding CARR

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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 Wealth Partners's CARR Position: Q2 2026 in Review

Strategic Wealth Partners opened a new position in Carrier Global (CARR) in Q2 2026: 5 shares worth $367. The stake represents ﹤0.01% of the portfolio and ranks #1350 among its holdings. This is a return to the name: Strategic Wealth Partners previously reported a position in CARR as recently as Q3 2025.

Strategic Wealth Partners first reported a position in CARR in Q2 2025 and has held it in 3 quarters since. The position peaked at $21.7K in Q2 2025. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Strategic Wealth Partners held 5 shares of Carrier Global worth $367 as of Q2 2026.
  • Carrier Global was a new Strategic Wealth Partners position in Q2 2026.
  • Carrier Global made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1350 holding.
  • Strategic Wealth Partners first reported a position in Carrier Global in Q2 2025 and has held it in 3 quarters since.
  • Strategic Wealth Partners's Carrier Global position peaked at $21.7K in Q2 2025.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.