West Paces Advisors’s Carrier Global CARR Stock Holding History

West Paces 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	$5.79K	Buy	+79	New	+$5.16K	﹤0.01%	440
2025 Q2	–	Sell	-2	Closed	-$127	–	262
2025 Q1	$127	Hold	2	–	–	﹤0.01%	555
2024 Q4	$137	Hold	2	–	–	﹤0.01%	546
2024 Q3	$161	Hold	2	–	–	﹤0.01%	539
2024 Q2	$126	Buy	+2	New	+$123	﹤0.01%	558
2024 Q1	–	Sell	-10	Closed	-$575	–	595
2023 Q4	$575	Sell	10 -30	-75%	-$1.59K	﹤0.01%	549
2023 Q3	$2.21K	Hold	40	–	–	﹤0.01%	427
2023 Q2	$1.99K	Hold	40	–	–	﹤0.01%	453
2023 Q1	$1.83K	Hold	40	–	–	﹤0.01%	471
2022 Q4	$1.65K	Hold	40	–	–	﹤0.01%	445
2022 Q3	$1.42K	Hold	40	–	–	﹤0.01%	448
2022 Q2	$1.43K	Hold	40	–	–	﹤0.01%	505
2022 Q1	$1.83K	Hold	40	–	–	﹤0.01%	490
2021 Q4	$2.17K	Hold	40	–	–	﹤0.01%	519
2021 Q3	$2.07K	Hold	40	–	–	﹤0.01%	508
2021 Q2	$1.94K	Hold	40	–	–	﹤0.01%	544
2021 Q1	$1.69K	Hold	40	–	–	﹤0.01%	416
2020 Q4	$1.51K	Hold	40	–	–	﹤0.01%	400
2020 Q3	$1.22K	Sell	40 -653	-94%	-$18.5K	﹤0.01%	400
2020 Q2	$15.4K	Buy	+693	New	+$12.9K	0.01%	270

Other funds holding CARR

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

West Paces Advisors's CARR Position: Q2 2026 in Review

West Paces Advisors opened a new position in Carrier Global (CARR) in Q2 2026: 79 shares worth $5.79K. The stake represents ﹤0.01% of the portfolio and ranks #440 among its holdings. This is a return to the name: West Paces Advisors previously reported a position in CARR as recently as Q1 2025.

West Paces Advisors first reported a position in CARR in Q2 2020 and has held it in 20 quarters since. The position peaked at $15.4K in Q2 2020. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

West Paces Advisors held 79 shares of Carrier Global worth $5.79K as of Q2 2026.
Carrier Global was a new West Paces Advisors position in Q2 2026.
Carrier Global made up ﹤0.01% of West Paces Advisors's portfolio in Q2 2026, its #440 holding.
West Paces Advisors first reported a position in Carrier Global in Q2 2020 and has held it in 20 quarters since.
West Paces Advisors's Carrier Global position peaked at $15.4K in Q2 2020.
1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.