Valued Wealth Advisors’s Carrier Global CARR Stock Holding History

Valued 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 Q2	$3.45K	Hold	47	–	–	﹤0.01%	547
2026 Q1	$2.65K	Hold	47	–	–	﹤0.01%	505
2025 Q4	$2.48K	Hold	47	–	–	﹤0.01%	383
2025 Q3	$2.81K	Hold	47	–	–	﹤0.01%	352
2025 Q2	$3.44K	Hold	47	–	–	﹤0.01%	329
2025 Q1	$2.98K	Sell	47 -1	-2%	-$66	﹤0.01%	372
2024 Q4	$3.29K	Sell	48 -12	-20%	-$905	﹤0.01%	355
2024 Q3	$4.83K	Buy	60 +13	+28%	+$905	﹤0.01%	286
2024 Q2	$2.97K	Hold	47	–	–	﹤0.01%	331
2024 Q1	$2.74K	Buy	47 +12	+34%	+$674	﹤0.01%	316
2023 Q4	$1.93K	Buy	+35	New	+$1.85K	﹤0.01%	309

Other funds holding CARR

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Valued Wealth Advisors's CARR Position: Q2 2026 in Review

Valued Wealth Advisors held its Carrier Global (CARR) position steady in Q2 2026 at 47 shares worth $3.45K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Valued Wealth Advisors first reported a position in CARR in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.83K in Q3 2024. 1,653 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Valued Wealth Advisors held 47 shares of Carrier Global worth $3.45K as of Q2 2026.
Valued Wealth Advisors left its Carrier Global share count unchanged in Q2 2026.
Carrier Global made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #547 holding.
Valued Wealth Advisors first reported a position in Carrier Global in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's Carrier Global position peaked at $4.83K in Q3 2024.
1,653 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.