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Sunrise Financial Services’s Carrier Global CARR Stock Holding History

Sunrise Financial 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 		– Sell
-58
Closed -$3.27K – 599
2026
Q1 		$3.27K Buy
+58
New +$3.43K ﹤0.01% 325

Other funds holding CARR

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BlackRock
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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

Sunrise Financial Services's CARR Position: Q2 2026 in Review

Sunrise Financial Services sold out of Carrier Global (CARR) in Q2 2026, closing a stake of 58 shares — an estimated $3.27K sold.

Sunrise Financial Services first reported a position in CARR in Q1 2026 and held it in 1 quarter. The position peaked at $3.27K in Q1 2026. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Sunrise Financial Services reported no remaining Carrier Global position as of Q2 2026 after selling out during the quarter.
  • Sunrise Financial Services sold 58 Carrier Global shares in Q2 2026, an estimated $3.27K.
  • Sunrise Financial Services first reported a position in Carrier Global in Q1 2026 and held it in 1 quarter.
  • Sunrise Financial Services's Carrier Global position peaked at $3.27K in Q1 2026.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.