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Wealth Preservation Advisors’s Carrier Global CARR Stock Holding History

Wealth Preservation 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 		– Sell
-524
Closed -$29.5K – 216
2026
Q1 		$29.5K Sell
524
-2,146
-80% -$127K 0.02% 254
2025
Q4 		$141K Sell
2,670
-1
-0% -$56 0.07% 111
2025
Q3 		$159K Buy
2,671
+35
+1% +$2.38K 0.09% 95
2025
Q2 		$193K Hold
2,636
– – 0.12% 89
2025
Q1 		$167K Buy
+2,636
New +$175K 0.12% 89

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 Preservation Advisors's CARR Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Carrier Global (CARR) in Q2 2026, closing a stake of 524 shares — an estimated $29.5K sold.

Wealth Preservation Advisors first reported a position in CARR in Q1 2025 and held it in 5 quarters. The position peaked at $193K in Q2 2025. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Carrier Global position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 524 Carrier Global shares in Q2 2026, an estimated $29.5K.
  • Wealth Preservation Advisors first reported a position in Carrier Global in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Carrier Global position peaked at $193K in Q2 2025.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.