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 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 $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return