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True Wealth Design’s Carrier Global CARR Stock Holding History

True Wealth Design’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 		$68.7K Sell
937
-90
-9% -$5.88K 0.02% 372
2026
Q1 		$57.8K Buy
1,027
+541
+111% +$32K 0.02% 360
2025
Q4 		$25.7K Buy
486
+427
+724% +$23.7K 0.01% 523
2025
Q3 		$3.5K Sell
59
-7
-11% -$476 ﹤0.01% 1225
2025
Q2 		$4.81K Buy
66
+14
+27% +$950 ﹤0.01% 823
2025
Q1 		$3.28K Buy
52
+12
+30% +$797 ﹤0.01% 823
2024
Q4 		$2.71K Buy
40
+7
+21% +$528 ﹤0.01% 665
2024
Q3 		$2.66K Buy
33
+4
+14% +$279 ﹤0.01% 710
2024
Q2 		$1.83K Sell
29
-2
-6% -$123 ﹤0.01% 376
2024
Q1 		$1.8K Buy
31
+14
+82% +$787 ﹤0.01% 359
2023
Q4 		$977 Hold
17
– – ﹤0.01% 360
2023
Q3 		$939 Sell
17
-17,856
-100% -$983K ﹤0.01% 327
2023
Q2 		$888K Sell
17,873
-418
-2% -$18.4K 0.32% 39
2023
Q1 		$837K Sell
18,291
-542
-3% -$24.3K 0.35% 45
2022
Q4 		$777K Buy
+18,833
New +$764K 0.36% 58

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

True Wealth Design's CARR Position: Q2 2026 in Review

True Wealth Design reduced its Carrier Global (CARR) stake by 8.8% in Q2 2026, selling an estimated $5.88K and leaving 937 shares worth $68.7K. The position accounts for 0.02% of the portfolio, ranked #372.

True Wealth Design first reported a position in CARR in Q4 2022 and has held it in 15 quarters since. The position peaked at $888K in Q2 2023. 1,644 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • True Wealth Design held 937 shares of Carrier Global worth $68.7K as of Q2 2026.
  • True Wealth Design sold 90 Carrier Global shares in Q2 2026, an estimated $5.88K.
  • Carrier Global made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #372 holding.
  • True Wealth Design first reported a position in Carrier Global in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Carrier Global position peaked at $888K in Q2 2023.
  • 1,644 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.