SWA
CARR icon

Stratos Wealth Advisors’s Carrier Global CARR Stock Holding History

Stratos Wealth 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
Q1 		$258K Sell
4,582
-290
-6% -$17.2K 0.02% 518
2025
Q4 		$257K Buy
4,872
+4
+0.1% +$222 0.01% 563
2025
Q3 		$291K Buy
4,868
+3
+0.1% +$204 0.01% 561
2025
Q2 		$356K Buy
4,865
+2
+0% +$136 0.02% 508
2025
Q1 		$308K Buy
4,863
+413
+9% +$27.4K 0.02% 544
2024
Q4 		$304K Sell
4,450
-433
-9% -$32.7K 0.01% 581
2024
Q3 		$393K Buy
4,883
+13
+0.3% +$905 0.02% 553
2024
Q2 		$307K Sell
4,870
-537
-10% -$33K 0.02% 572
2024
Q1 		$314K Sell
5,407
-469
-8% -$26.4K 0.02% 546
2023
Q4 		$338K Buy
5,876
+3
+0.1% +$159 0.02% 534
2023
Q3 		$324K Sell
5,873
-388
-6% -$21.4K 0.02% 508
2023
Q2 		$311K Buy
6,261
+1,053
+20% +$46.3K 0.02% 505
2023
Q1 		$238K Sell
5,208
-2,329
-31% -$104K 0.02% 546
2022
Q4 		$311K Buy
+7,537
New +$306K 0.03% 468

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Stratos Wealth Advisors's CARR Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its Carrier Global (CARR) stake by 6% in Q1 2026, selling an estimated $17.2K and leaving 4,582 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #518.

Stratos Wealth Advisors first reported a position in CARR in Q4 2022 and has held it in 14 quarters since. The position peaked at $393K in Q3 2024. 1,489 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Stratos Wealth Advisors held 4,582 shares of Carrier Global worth $258K as of Q1 2026.
  • Stratos Wealth Advisors sold 290 Carrier Global shares in Q1 2026, an estimated $17.2K.
  • Carrier Global made up 0.02% of Stratos Wealth Advisors's portfolio in Q1 2026, its #518 holding.
  • Stratos Wealth Advisors first reported a position in Carrier Global in Q4 2022 and has held it in 14 quarters since.
  • Stratos Wealth Advisors's Carrier Global position peaked at $393K in Q3 2024.
  • 1,489 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.