Wilson & Boucher Capital Management’s Carrier Global CARR Stock Holding History

Wilson & Boucher Capital 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	$395K	Hold	5,388	–	–	0.23%	86
2026 Q1	$303K	Hold	5,388	–	–	0.2%	90
2025 Q4	$285K	Sell	5,388 -310	-5%	-$17.2K	0.19%	94
2025 Q3	$340K	Sell	5,698 -750	-12%	-$51K	0.22%	90
2025 Q2	$472K	Hold	6,448	–	–	0.33%	76
2025 Q1	$409K	Buy	6,448 +1	+0%	+$66	0.3%	81
2024 Q4	$440K	Buy	6,447 +150	+2%	+$11.3K	0.31%	78
2024 Q3	$507K	Buy	6,297 +1,015	+19%	+$70.7K	0.35%	76
2024 Q2	$333K	Buy	+5,282	New	+$324K	0.26%	86

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

Wilson & Boucher Capital Management's CARR Position: Q2 2026 in Review

Wilson & Boucher Capital Management held its Carrier Global (CARR) position steady in Q2 2026 at 5,388 shares worth $395K. The position accounts for 0.23% of the portfolio, ranked #86.

Wilson & Boucher Capital Management first reported a position in CARR in Q2 2024 and has held it in 9 quarters since. The position peaked at $507K in Q3 2024. 1,651 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Wilson & Boucher Capital Management held 5,388 shares of Carrier Global worth $395K as of Q2 2026.
Wilson & Boucher Capital Management left its Carrier Global share count unchanged in Q2 2026.
Carrier Global made up 0.23% of Wilson & Boucher Capital Management's portfolio in Q2 2026, its #86 holding.
Wilson & Boucher Capital Management first reported a position in Carrier Global in Q2 2024 and has held it in 9 quarters since.
Wilson & Boucher Capital Management's Carrier Global position peaked at $507K in Q3 2024.
1,651 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q2 2026, filed 19 Aug 2026.