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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
Q2 		$483K Buy
6,583
+2,001
+44% +$131K 0.03% 407
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 $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

Stratos Wealth Advisors's CARR Position: Q2 2026 in Review

Stratos Wealth Advisors increased its Carrier Global (CARR) stake by 44% in Q2 2026, buying an estimated $131K and bringing the position to 6,583 shares worth $483K. The position accounts for 0.03% of the portfolio, ranked #407.

Stratos Wealth Advisors first reported a position in CARR in Q4 2022 and has held it in 15 quarters since. 1,651 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Stratos Wealth Advisors held 6,583 shares of Carrier Global worth $483K as of Q2 2026.
  • Stratos Wealth Advisors bought 2,001 Carrier Global shares in Q2 2026, an estimated $131K.
  • Carrier Global made up 0.03% of Stratos Wealth Advisors's portfolio in Q2 2026, its #407 holding.
  • Stratos Wealth Advisors first reported a position in Carrier Global in Q4 2022 and has held it in 15 quarters since.
  • 1,651 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.