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Twin Peaks Wealth Advisors’s Carrier Global CARR Stock Holding History

Twin Peaks Wealth 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
Q1 		$14K Buy
+248
New +$14.7K ﹤0.01% 885
2025
Q3 		– Sell
-353
Closed -$23.2K – 469
2025
Q2 		$23.2K Buy
+353
New +$24K 0.01% 555

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
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

Twin Peaks Wealth Advisors's CARR Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Carrier Global (CARR) in Q1 2026: 248 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #885 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in CARR as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in CARR in Q2 2025 and has held it in 2 quarters since. The position peaked at $23.2K in Q2 2025. 1,488 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Twin Peaks Wealth Advisors held 248 shares of Carrier Global worth $14K as of Q1 2026.
  • Carrier Global was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Carrier Global made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #885 holding.
  • Twin Peaks Wealth Advisors first reported a position in Carrier Global in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Carrier Global position peaked at $23.2K in Q2 2025.
  • 1,488 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.