WWM
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Western Wealth Management’s Carrier Global CARR Stock Holding History

Western Wealth Management’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 		$459K Buy
6,260
+285
+5% +$18.6K 0.02% 706
2026
Q1 		$336K Buy
5,975
+674
+13% +$39.9K 0.01% 761
2025
Q4 		$280K Sell
5,301
-238
-4% -$13.2K 0.01% 683
2025
Q3 		$331K Sell
5,539
-317
-5% -$21.5K 0.02% 565
2025
Q2 		$429K Buy
5,856
+94
+2% +$6.38K 0.03% 455
2025
Q1 		$365K Sell
5,762
-717
-11% -$47.6K 0.02% 468
2024
Q4 		$442K Buy
6,479
+956
+17% +$72.1K 0.02% 497
2024
Q3 		$445K Buy
5,523
+522
+10% +$36.3K 0.03% 492
2024
Q2 		$315K Buy
5,001
+46
+0.9% +$2.83K 0.02% 480
2024
Q1 		$288K Sell
4,955
-1,450
-23% -$81.5K 0.02% 520
2023
Q4 		$368K Buy
6,405
+73
+1% +$3.86K 0.03% 491
2023
Q3 		$350K Sell
6,332
-61
-1% -$3.36K 0.03% 466
2023
Q2 		$318K Sell
6,393
-54
-0.8% -$2.38K 0.03% 493
2023
Q1 		$295K Sell
6,447
-177
-3% -$7.92K 0.03% 502
2022
Q4 		$273K Sell
6,624
-7,383
-53% -$300K 0.03% 485
2022
Q3 		$497K Buy
14,007
+198
+1% +$7.8K 0.03% 484
2022
Q2 		$492K Buy
13,809
+26
+0.2% +$1.02K 0.03% 480
2022
Q1 		$632K Buy
13,783
+6,691
+94% +$315K 0.03% 460
2021
Q4 		$379K Buy
+7,092
New +$383K 0.04% 393

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

Western Wealth Management's CARR Position: Q2 2026 in Review

Western Wealth Management increased its Carrier Global (CARR) stake by 4.8% in Q2 2026, buying an estimated $18.6K and bringing the position to 6,260 shares worth $459K. The position accounts for 0.02% of the portfolio, ranked #706.

Western Wealth Management first reported a position in CARR in Q4 2021 and has held it in 19 quarters since. The position peaked at $632K in Q1 2022. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Western Wealth Management held 6,260 shares of Carrier Global worth $459K as of Q2 2026.
  • Western Wealth Management bought 285 Carrier Global shares in Q2 2026, an estimated $18.6K.
  • Carrier Global made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #706 holding.
  • Western Wealth Management first reported a position in Carrier Global in Q4 2021 and has held it in 19 quarters since.
  • Western Wealth Management's Carrier Global position peaked at $632K in Q1 2022.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

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