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Wealth Quarterback’s Carrier Global CARR Stock Holding History

Wealth Quarterback’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 		$208K Buy
+2,841
New +$186K 0.06% 163
2021
Q3 		$84K Sell
1,615
-41
-2% -$2.21K 0.06% 170
2021
Q2 		$81K Buy
+1,656
New +$74K 0.05% 186

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 Quarterback's CARR Position: Q2 2026 in Review

Wealth Quarterback opened a new position in Carrier Global (CARR) in Q2 2026: 2,841 shares worth $208K. The stake represents 0.06% of the portfolio and ranks #163 among its holdings. This is a return to the name: Wealth Quarterback previously reported a position in CARR as recently as Q3 2021.

Wealth Quarterback first reported a position in CARR in Q2 2021 and has held it in 3 quarters since. 1,647 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Wealth Quarterback held 2,841 shares of Carrier Global worth $208K as of Q2 2026.
  • Carrier Global was a new Wealth Quarterback position in Q2 2026.
  • Carrier Global made up 0.06% of Wealth Quarterback's portfolio in Q2 2026, its #163 holding.
  • Wealth Quarterback first reported a position in Carrier Global in Q2 2021 and has held it in 3 quarters since.
  • 1,647 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Wealth Quarterback's 13F filing for Q2 2026, filed 27 Jul 2026.