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TopTier Wealth Management’s Carrier Global CARR Stock Holding History

TopTier Wealth Management’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
-14
Closed -$788 – 210
2026
Q1 		$788 Buy
+14
New +$829 ﹤0.01% 527

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Vanguard Capital Management
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Vanguard Portfolio Management
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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

TopTier Wealth Management's CARR Position: Q2 2026 in Review

TopTier Wealth Management sold out of Carrier Global (CARR) in Q2 2026, closing a stake of 14 shares — an estimated $788 sold.

TopTier Wealth Management first reported a position in CARR in Q1 2026 and held it in 1 quarter. The position peaked at $788 in Q1 2026. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • TopTier Wealth Management reported no remaining Carrier Global position as of Q2 2026 after selling out during the quarter.
  • TopTier Wealth Management sold 14 Carrier Global shares in Q2 2026, an estimated $788.
  • TopTier Wealth Management first reported a position in Carrier Global in Q1 2026 and held it in 1 quarter.
  • TopTier Wealth Management's Carrier Global position peaked at $788 in Q1 2026.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.