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United Capital Financial Advisors’s Carrier Global CARR Stock Holding History

United Capital Financial 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 		$2.9M Buy
39,552
+3,214
+9% +$210K 0.02% 492
2026
Q1 		$2.05M Buy
36,338
+4,134
+13% +$245K 0.01% 544
2025
Q4 		$1.7M Sell
32,204
-1,835
-5% -$102K 0.01% 574
2025
Q3 		$2.03M Sell
34,039
-1,986
-6% -$135K 0.01% 465
2025
Q2 		$2.64M Sell
36,025
-617
-2% -$41.9K 0.02% 392
2025
Q1 		$2.32M Buy
36,642
+1,180
+3% +$78.4K 0.02% 399
2024
Q4 		$2.42M Sell
35,462
-971
-3% -$73.2K 0.02% 379
2024
Q3 		$2.93M Buy
36,433
+371
+1% +$25.8K 0.02% 346
2024
Q2 		$2.27M Buy
36,062
+982
+3% +$60.3K 0.02% 373
2024
Q1 		$2.04M Buy
35,080
+1,120
+3% +$62.9K 0.02% 423
2023
Q4 		$1.95M Sell
33,960
-2,230
-6% -$118K 0.02% 422
2023
Q3 		$2M Sell
36,190
-11,503
-24% -$633K 0.01% 424
2023
Q2 		$2.37M Sell
47,693
-7,967
-14% -$351K 0.01% 418
2023
Q1 		$2.55M Sell
55,660
-17,653
-24% -$790K 0.01% 414
2022
Q4 		$3.02M Sell
73,313
-2,635
-3% -$107K 0.02% 401
2022
Q3 		$2.7M Buy
75,948
+5,314
+8% +$209K 0.02% 420
2022
Q2 		$2.52M Buy
70,634
+7,066
+11% +$277K 0.01% 450
2022
Q1 		$2.92M Buy
63,568
+4,483
+8% +$211K 0.01% 454
2021
Q4 		$3.21M Buy
59,085
+1,054
+2% +$56.9K 0.01% 450
2021
Q3 		$3M Buy
58,031
+3,797
+7% +$204K 0.02% 461
2021
Q2 		$2.64M Sell
54,234
-2,314
-4% -$103K 0.01% 485
2021
Q1 		$2.39M Sell
56,548
-4,832
-8% -$188K 0.01% 473
2020
Q4 		$2.31M Buy
61,380
+13,383
+28% +$484K 0.01% 478
2020
Q3 		$1.47M Sell
47,997
-6,689
-12% -$189K 0.01% 571
2020
Q2 		$1.22M Buy
+54,686
New +$1.02M 0.01% 610

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

United Capital Financial Advisors's CARR Position: Q2 2026 in Review

United Capital Financial Advisors increased its Carrier Global (CARR) stake by 8.8% in Q2 2026, buying an estimated $210K and bringing the position to 39,552 shares worth $2.9M. The position accounts for 0.02% of the portfolio, ranked #492.

United Capital Financial Advisors first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.21M in Q4 2021. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • United Capital Financial Advisors held 39,552 shares of Carrier Global worth $2.9M as of Q2 2026.
  • United Capital Financial Advisors bought 3,214 Carrier Global shares in Q2 2026, an estimated $210K.
  • Carrier Global made up 0.02% of United Capital Financial Advisors's portfolio in Q2 2026, its #492 holding.
  • United Capital Financial Advisors first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • United Capital Financial Advisors's Carrier Global position peaked at $3.21M in Q4 2021.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.