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

Wealth Enhancement Trust 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 		$1.2M Buy
16,323
+197
+1% +$12.9K 0.13% 134
2026
Q1 		$908K Sell
16,126
-374
-2% -$22.1K 0.11% 155
2025
Q4 		$872K Buy
+16,500
New +$917K 0.11% 150

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
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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its Carrier Global (CARR) stake by 1.2% in Q2 2026, buying an estimated $12.9K and bringing the position to 16,323 shares worth $1.2M. The position accounts for 0.13% of the portfolio, ranked #134.

Wealth Enhancement Trust Services first reported a position in CARR in Q4 2025 and has held it in 3 quarters since. 1,241 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Wealth Enhancement Trust Services held 16,323 shares of Carrier Global worth $1.2M as of Q2 2026.
  • Wealth Enhancement Trust Services bought 197 Carrier Global shares in Q2 2026, an estimated $12.9K.
  • Carrier Global made up 0.13% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #134 holding.
  • Wealth Enhancement Trust Services first reported a position in Carrier Global in Q4 2025 and has held it in 3 quarters since.
  • 1,241 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

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