Wealth Enhancement Advisory Services
CARR icon

Wealth Enhancement Advisory Services’s Carrier Global CARR Stock Holding History

Wealth Enhancement Advisory Services’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 		$35.7M Buy
587,783
+18,698
+3% +$1.22M 0.06% 280
2026
Q1 		$27.8M Sell
569,085
-15,173
-3% -$898K 0.06% 302
2025
Q4 		$31.2M Sell
584,258
-55
-0% -$3.06K 0.04% 358
2025
Q3 		$34.6M Sell
584,313
-8,789
-1% -$597K 0.05% 309
2025
Q2 		$44.9M Buy
593,102
+40,389
+7% +$2.74M 0.07% 241
2025
Q1 		$35M Buy
552,713
+75,555
+16% +$5.02M 0.07% 266
2024
Q4 		$32.6M Buy
477,158
+1,798
+0.4% +$136K 0.06% 279
2024
Q3 		$38.3M Sell
475,360
-5,186
-1% -$361K 0.08% 229
2024
Q2 		$30.3M Buy
480,546
+108
+0% +$6.63K 0.07% 260
2024
Q1 		$27.9M Sell
480,438
-5,118
-1% -$288K 0.07% 257
2023
Q4 		$27.9M Sell
485,556
-152,976
-24% -$8.09M 0.08% 232
2023
Q3 		$35.2M Buy
+638,532
New +$35.1M 0.12% 184

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

Wealth Enhancement Advisory Services's CARR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Carrier Global (CARR) stake by 3.3% in Q2 2026, buying an estimated $1.22M and bringing the position to 587,783 shares worth $35.7M. The position accounts for 0.06% of the portfolio, ranked #280.

Wealth Enhancement Advisory Services first reported a position in CARR in Q3 2023 and has held it in 12 quarters since. The position peaked at $44.9M in Q2 2025. 1,647 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 587,783 shares of Carrier Global worth $35.7M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 18,698 Carrier Global shares in Q2 2026, an estimated $1.22M.
  • Carrier Global made up 0.06% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #280 holding.
  • Wealth Enhancement Advisory Services first reported a position in Carrier Global in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Carrier Global position peaked at $44.9M in Q2 2025.
  • 1,647 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.