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United Advisor Group’s Carrier Global CARR Stock Holding History

United Advisor Group’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
Q3 		$212K Buy
+3,873
New +$240K 0.02% 540

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

United Advisor Group's CARR Position: Q3 2026 in Review

United Advisor Group opened a new position in Carrier Global (CARR) in Q3 2026: 3,873 shares worth $212K. The stake represents 0.02% of the portfolio and ranks #540 among its holdings.

1,329 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

  • United Advisor Group held 3,873 shares of Carrier Global worth $212K as of Q3 2026.
  • Carrier Global was a new United Advisor Group position in Q3 2026.
  • Carrier Global made up 0.02% of United Advisor Group's portfolio in Q3 2026, its #540 holding.
  • 1,329 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.