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Tower View Wealth Management’s Carrier Global CARR Stock Holding History

Tower View 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 		$747K Sell
10,178
-1,342
-12% -$87.7K 0.33% 50
2026
Q1 		$649K Sell
11,520
-33,209
-74% -$1.97M 0.33% 48
2025
Q4 		$2.36M Sell
44,729
-17,051
-28% -$948K 1.17% 33
2025
Q3 		$3.69M Buy
61,780
+2,050
+3% +$139K 1.91% 22
2025
Q2 		$4.37M Buy
59,730
+129
+0.2% +$8.75K 2.27% 19
2025
Q1 		$3.78M Sell
59,601
-1,053
-2% -$70K 2.2% 20
2024
Q4 		$4.14M Buy
60,654
+1,166
+2% +$87.9K 2.19% 18
2024
Q3 		$4.79M Buy
59,488
+82
+0.1% +$5.71K 2.62% 14
2024
Q2 		$3.75M Buy
59,406
+128
+0.2% +$7.86K 2.15% 20
2024
Q1 		$3.45M Buy
59,278
+670
+1% +$37.6K 2.02% 25
2023
Q4 		$3.37M Buy
58,608
+2,769
+5% +$147K 2.09% 24
2023
Q3 		$3.08M Buy
55,839
+749
+1% +$41.2K 2.16% 23
2023
Q2 		$2.74M Buy
55,090
+187
+0.3% +$8.23K 1.86% 27
2023
Q1 		$2.51M Buy
54,903
+1,290
+2% +$57.7K 1.69% 29
2022
Q4 		$2.21M Sell
53,613
-142
-0.3% -$5.76K 1.54% 29
2022
Q3 		$1.91M Buy
+53,755
New +$2.12M 1.45% 31

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

Tower View Wealth Management's CARR Position: Q2 2026 in Review

Tower View Wealth Management reduced its Carrier Global (CARR) stake by 12% in Q2 2026, selling an estimated $87.7K and leaving 10,178 shares worth $747K. The position accounts for 0.33% of the portfolio, ranked #50.

Tower View Wealth Management first reported a position in CARR in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.79M in Q3 2024. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Tower View Wealth Management held 10,178 shares of Carrier Global worth $747K as of Q2 2026.
  • Tower View Wealth Management sold 1,342 Carrier Global shares in Q2 2026, an estimated $87.7K.
  • Carrier Global made up 0.33% of Tower View Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Tower View Wealth Management first reported a position in Carrier Global in Q3 2022 and has held it in 16 quarters since.
  • Tower View Wealth Management's Carrier Global position peaked at $4.79M in Q3 2024.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.