Wealthfront Advisers
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Wealthfront Advisers’s Carrier Global CARR Stock Holding History

Wealthfront Advisers’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 		$7.17M Buy
97,737
+4,995
+5% +$326K 0.01% 375
2026
Q1 		$5.22M Buy
92,742
+10,453
+13% +$619K 0.01% 408
2025
Q4 		$4.35M Sell
82,289
-3,939
-5% -$219K 0.01% 431
2025
Q3 		$5.15M Sell
86,228
-4,379
-5% -$297K 0.01% 384
2025
Q2 		$6.63M Sell
90,607
-4,652
-5% -$316K 0.02% 313
2025
Q1 		$6.04M Buy
95,259
+6,696
+8% +$445K 0.02% 311
2024
Q4 		$6.05M Buy
88,563
+4,389
+5% +$331K 0.02% 281
2024
Q3 		$6.78M Buy
84,174
+1,894
+2% +$132K 0.02% 242
2024
Q2 		$5.19M Sell
82,280
-583
-0.7% -$35.8K 0.02% 262
2024
Q1 		$4.82M Sell
82,863
-4,009
-5% -$225K 0.02% 279
2023
Q4 		$4.99M Buy
86,872
+25,995
+43% +$1.38M 0.02% 241
2023
Q3 		$3.36M Buy
60,877
+4,417
+8% +$243K 0.01% 303
2023
Q2 		$2.81M Sell
56,460
-9,293
-14% -$409K 0.01% 340
2023
Q1 		$3.01M Buy
65,753
+6,850
+12% +$307K 0.01% 316
2022
Q4 		$2.43M Sell
58,903
-50,505
-46% -$2.05M 0.01% 356
2022
Q3 		$3.89M Buy
109,408
+5,874
+6% +$231K 0.02% 225
2022
Q2 		$3.69M Buy
103,534
+46,406
+81% +$1.82M 0.02% 244
2022
Q1 		$2.62M Sell
57,128
-7,020
-11% -$331K 0.01% 338
2021
Q4 		$3.48M Sell
64,148
-10,148
-14% -$548K 0.01% 271
2021
Q3 		$3.85M Buy
74,296
+14,321
+24% +$771K 0.02% 202
2021
Q2 		$2.92M Buy
59,975
+11,081
+23% +$495K 0.01% 233
2021
Q1 		$2.06M Sell
48,894
-137
-0.3% -$5.33K 0.01% 256
2020
Q4 		$1.85M Sell
49,031
-35
-0.1% -$1.27K 0.01% 244
2020
Q3 		$1.5M Buy
49,066
+629
+1% +$17.8K 0.01% 240
2020
Q2 		$1.08M Buy
+48,437
New +$900K 0.01% 300

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

Wealthfront Advisers's CARR Position: Q2 2026 in Review

Wealthfront Advisers increased its Carrier Global (CARR) stake by 5.4% in Q2 2026, buying an estimated $326K and bringing the position to 97,737 shares worth $7.17M. The position accounts for 0.01% of the portfolio, ranked #375.

Wealthfront Advisers first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. 1,252 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Wealthfront Advisers held 97,737 shares of Carrier Global worth $7.17M as of Q2 2026.
  • Wealthfront Advisers bought 4,995 Carrier Global shares in Q2 2026, an estimated $326K.
  • Carrier Global made up 0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #375 holding.
  • Wealthfront Advisers first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • 1,252 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.