TFA
CARR icon

Transamerica Financial Advisors’s Carrier Global CARR Stock Holding History

Transamerica Financial 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 		$321K Buy
4,376
+1,153
+36% +$75.4K 0.03% 352
2026
Q1 		$182K Buy
3,223
+2,212
+219% +$131K 0.02% 410
2025
Q4 		$53.4K Buy
1,011
+906
+863% +$50.4K ﹤0.01% 539
2025
Q3 		$6.22K Buy
+105
New +$7.13K ﹤0.01% 826
2024
Q3 		– Sell
-1
Closed -$1K – 602
2024
Q2 		$1K Hold
1
– – ﹤0.01% 405
2024
Q1 		$1K Hold
1
– – ﹤0.01% 449
2023
Q4 		$1K Hold
1
– – ﹤0.01% 401
2023
Q3 		$1K Hold
1
– – ﹤0.01% 427
2023
Q2 		$1K Hold
1
– – ﹤0.01% 399
2023
Q1 		$1K Hold
1
– – ﹤0.01% 394
2022
Q4 		$1K Sell
1
-420
-100% -$17K ﹤0.01% 442
2022
Q3 		$15K Buy
421
+420
+42,000% +$16.5K ﹤0.01% 303
2022
Q2 		$1K Buy
+1
New +$39 ﹤0.01% 425
2020
Q3 		– Sell
-1
Closed -$1K – 210
2020
Q2 		$1K Buy
+1
New +$19 ﹤0.01% 335

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 $3.38T AUM 44.17% 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

Transamerica Financial Advisors's CARR Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Carrier Global (CARR) stake by 36% in Q2 2026, buying an estimated $75.4K and bringing the position to 4,376 shares worth $321K. The position accounts for 0.03% of the portfolio, ranked #352.

Transamerica Financial Advisors first reported a position in CARR in Q2 2020 and has held it in 14 quarters since. 1,653 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Transamerica Financial Advisors held 4,376 shares of Carrier Global worth $321K as of Q2 2026.
  • Transamerica Financial Advisors bought 1,153 Carrier Global shares in Q2 2026, an estimated $75.4K.
  • Carrier Global made up 0.03% of Transamerica Financial Advisors's portfolio in Q2 2026, its #352 holding.
  • Transamerica Financial Advisors first reported a position in Carrier Global in Q2 2020 and has held it in 14 quarters since.
  • 1,653 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.