Wilkerson Advisory Group’s Carrier Global CARR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$129K Buy
1,764
+1,367
+344% +$89.3K 0.04% 141
2026
Q1
$22.4K Buy
397
+221
+126% +$13.1K 0.01% 288
2025
Q4
$9.3K Buy
+176
New +$9.79K ﹤0.01% 344

Other funds holding CARR

Wilkerson Advisory Group's CARR Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Carrier Global (CARR) stake by 344% in Q2 2026, buying an estimated $89.3K and bringing the position to 1,764 shares worth $129K. The position accounts for 0.04% of the portfolio, ranked #141.

Wilkerson Advisory Group first reported a position in CARR in Q4 2025 and has held it in 3 quarters since. 1,641 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Wilkerson Advisory Group held 1,764 shares of Carrier Global worth $129K as of Q2 2026.
  • Wilkerson Advisory Group bought 1,367 Carrier Global shares in Q2 2026, an estimated $89.3K.
  • Carrier Global made up 0.04% of Wilkerson Advisory Group's portfolio in Q2 2026, its #141 holding.
  • Wilkerson Advisory Group first reported a position in Carrier Global in Q4 2025 and has held it in 3 quarters since.
  • 1,641 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.