Trifecta Capital Advisors’s Carrier Global CARR Stock Holding History

Trifecta Capital 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	$1.1K	Buy	+15	New	+$980	﹤0.01%	353
2025 Q4	–	Sell	-31	Closed	-$1.85K	–	286
2025 Q3	$1.85K	Hold	31	–	–	﹤0.01%	343
2025 Q2	$2.27K	Hold	31	–	–	﹤0.01%	327
2025 Q1	$1.97K	Hold	31	–	–	﹤0.01%	316
2024 Q4	$2.12K	Hold	31	–	–	﹤0.01%	296
2024 Q3	$2.5K	Hold	31	–	–	﹤0.01%	289
2024 Q2	$1.96K	Hold	31	–	–	﹤0.01%	318
2024 Q1	$1.8K	Hold	31	–	–	﹤0.01%	321
2023 Q4	$1.78K	Hold	31	–	–	﹤0.01%	340
2023 Q3	$1.71K	Hold	31	–	–	﹤0.01%	325
2023 Q2	$1.54K	Hold	31	–	–	﹤0.01%	334
2023 Q1	$1.42K	Hold	31	–	–	﹤0.01%	341
2022 Q4	$1.28K	Buy	+31	New	+$1.26K	﹤0.01%	357

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

Trifecta Capital Advisors's CARR Position: Q2 2026 in Review

Trifecta Capital Advisors opened a new position in Carrier Global (CARR) in Q2 2026: 15 shares worth $1.1K. The stake represents ﹤0.01% of the portfolio and ranks #353 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in CARR as recently as Q3 2025.

Trifecta Capital Advisors first reported a position in CARR in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.5K in Q3 2024. 1,650 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Trifecta Capital Advisors held 15 shares of Carrier Global worth $1.1K as of Q2 2026.
Carrier Global was a new Trifecta Capital Advisors position in Q2 2026.
Carrier Global made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #353 holding.
Trifecta Capital Advisors first reported a position in Carrier Global in Q4 2022 and has held it in 13 quarters since.
Trifecta Capital Advisors's Carrier Global position peaked at $2.5K in Q3 2024.
1,650 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.