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Whipplewood Advisors’s Carrier Global CARR Stock Holding History

Whipplewood 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 		$3.67K Sell
50
-109
-69% -$7.12K ﹤0.01% 356
2026
Q1 		$8.95K Buy
159
+155
+3,875% +$9.18K ﹤0.01% 510
2025
Q4 		$211 Buy
+4
New +$222 ﹤0.01% 491
2025
Q3 		– Sell
-255
Closed -$18.7K – 426
2025
Q2 		$18.7K Buy
255
+58
+29% +$3.94K 0.01% 475
2025
Q1 		$16.1K Sell
197
-64
-25% -$4.25K 0.01% 486
2024
Q4 		$17.8K Buy
+261
New +$19.7K 0.01% 460

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 $3.38T AUM 44.17% 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

Whipplewood Advisors's CARR Position: Q2 2026 in Review

Whipplewood Advisors reduced its Carrier Global (CARR) stake by 69% in Q2 2026, selling an estimated $7.12K and leaving 50 shares worth $3.67K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Whipplewood Advisors first reported a position in CARR in Q4 2024 and has held it in 6 quarters since. The position peaked at $18.7K in Q2 2025. 1,653 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Whipplewood Advisors held 50 shares of Carrier Global worth $3.67K as of Q2 2026.
  • Whipplewood Advisors sold 109 Carrier Global shares in Q2 2026, an estimated $7.12K.
  • Carrier Global made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #356 holding.
  • Whipplewood Advisors first reported a position in Carrier Global in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Carrier Global position peaked at $18.7K in Q2 2025.
  • 1,653 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.