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Triangle Securities Wealth Management’s Carrier Global CARR Stock Holding History

Triangle Securities 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 		$499K Buy
6,798
+485
+8% +$31.7K 0.1% 163
2026
Q1 		$355K Sell
6,313
-195
-3% -$11.5K 0.08% 174
2025
Q4 		$344K Buy
6,508
+115
+2% +$6.39K 0.07% 180
2025
Q3 		$382K Hold
6,393
– – 0.09% 174
2025
Q2 		$468K Sell
6,393
-1,500
-19% -$102K 0.12% 156
2025
Q1 		$500K Hold
7,893
– – 0.13% 152
2024
Q4 		$539K Hold
7,893
– – 0.14% 143
2024
Q3 		$635K Buy
7,893
+100
+1% +$6.96K 0.16% 136
2024
Q2 		$492K Sell
7,793
-7
-0.1% -$430 0.14% 146
2024
Q1 		$453K Sell
7,800
-40
-0.5% -$2.25K 0.13% 151
2023
Q4 		$450K Sell
7,840
-30
-0.4% -$1.59K 0.14% 146
2023
Q3 		$434K Sell
7,870
-100
-1% -$5.5K 0.15% 135
2023
Q2 		$396K Sell
7,970
-300
-4% -$13.2K 0.14% 149
2023
Q1 		$378K Sell
8,270
-610
-7% -$27.3K 0.14% 154
2022
Q4 		$366K Sell
8,880
-3,670
-29% -$149K 0.13% 155
2022
Q3 		$446K Sell
12,550
-1,400
-10% -$55.1K 0.18% 127
2022
Q2 		$497K Sell
13,950
-453
-3% -$17.8K 0.19% 127
2022
Q1 		$661K Sell
14,403
-1,411
-9% -$66.4K 0.22% 121
2021
Q4 		$858K Sell
15,814
-295
-2% -$15.9K 0.27% 104
2021
Q3 		$834K Sell
16,109
-2,333
-13% -$126K 0.28% 100
2021
Q2 		$896K Sell
18,442
-4,150
-18% -$185K 0.3% 99
2021
Q1 		$954K Sell
22,592
-748
-3% -$29.1K 0.34% 92
2020
Q4 		$880K Sell
23,340
-305
-1% -$11K 0.35% 91
2020
Q3 		$722K Sell
23,645
-143
-0.6% -$4.05K 0.33% 95
2020
Q2 		$529K Buy
+23,788
New +$442K 0.25% 106

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

Triangle Securities Wealth Management's CARR Position: Q2 2026 in Review

Triangle Securities Wealth Management increased its Carrier Global (CARR) stake by 7.7% in Q2 2026, buying an estimated $31.7K and bringing the position to 6,798 shares worth $499K. The position accounts for 0.1% of the portfolio, ranked #163.

Triangle Securities Wealth Management first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $954K in Q1 2021. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Triangle Securities Wealth Management held 6,798 shares of Carrier Global worth $499K as of Q2 2026.
  • Triangle Securities Wealth Management bought 485 Carrier Global shares in Q2 2026, an estimated $31.7K.
  • Carrier Global made up 0.1% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #163 holding.
  • Triangle Securities Wealth Management first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • Triangle Securities Wealth Management's Carrier Global position peaked at $954K in Q1 2021.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

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