Tanglewood Legacy Advisors’s Carrier Global CARR Stock Holding History

Tanglewood Legacy 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	$24.6K	Hold	335	–	–	0.01%	204
2026 Q1	$18.9K	Hold	335	–	–	0.01%	207
2025 Q4	$17.7K	Hold	335	–	–	0.01%	210
2025 Q3	$20K	Hold	335	–	–	0.01%	218
2025 Q2	$24.5K	Hold	335	–	–	0.01%	211
2025 Q1	$21.2K	Hold	335	–	–	0.01%	219
2024 Q4	$22.9K	Hold	335	–	–	0.01%	217
2024 Q3	$27K	Hold	335	–	–	0.01%	195
2024 Q2	$21.1K	Hold	335	–	–	0.01%	209
2024 Q1	$19.5K	Hold	335	–	–	0.01%	223
2023 Q4	$19.2K	Hold	335	–	–	0.01%	215
2023 Q3	$18.5K	Hold	335	–	–	0.01%	216
2023 Q2	$16.7K	Hold	335	–	–	0.01%	228
2023 Q1	$15.3K	Hold	335	–	–	0.01%	219
2022 Q4	$13.8K	Buy	+335	New	+$13.6K	0.01%	199

Other funds holding CARR

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Tanglewood Legacy Advisors's CARR Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Carrier Global (CARR) position steady in Q2 2026 at 335 shares worth $24.6K. The position accounts for 0.01% of the portfolio, ranked #204.

Tanglewood Legacy Advisors first reported a position in CARR in Q4 2022 and has held it in 15 quarters since. The position peaked at $27K in Q3 2024. 1,651 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Tanglewood Legacy Advisors held 335 shares of Carrier Global worth $24.6K as of Q2 2026.
Tanglewood Legacy Advisors left its Carrier Global share count unchanged in Q2 2026.
Carrier Global made up 0.01% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #204 holding.
Tanglewood Legacy Advisors first reported a position in Carrier Global in Q4 2022 and has held it in 15 quarters since.
Tanglewood Legacy Advisors's Carrier Global position peaked at $27K in Q3 2024.
1,651 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.