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Wingate Wealth Advisors’s Carrier Global CARR Stock Holding History

Wingate Wealth 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 		$227K Buy
+3,092
New +$202K 0.1% 118
2025
Q3 		– Sell
-3,071
Closed -$225K – 111
2025
Q2 		$225K Buy
+3,071
New +$208K 0.2% 94
2025
Q1 		– Sell
-3,736
Closed -$255K – 145
2024
Q4 		$255K Buy
+3,736
New +$282K 0.25% 80

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

Wingate Wealth Advisors's CARR Position: Q2 2026 in Review

Wingate Wealth Advisors opened a new position in Carrier Global (CARR) in Q2 2026: 3,092 shares worth $227K. The stake represents 0.1% of the portfolio and ranks #118 among its holdings. This is a return to the name: Wingate Wealth Advisors previously reported a position in CARR as recently as Q2 2025.

Wingate Wealth Advisors first reported a position in CARR in Q4 2024 and has held it in 3 quarters since. The position peaked at $255K in Q4 2024. 1,644 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Wingate Wealth Advisors held 3,092 shares of Carrier Global worth $227K as of Q2 2026.
  • Carrier Global was a new Wingate Wealth Advisors position in Q2 2026.
  • Carrier Global made up 0.1% of Wingate Wealth Advisors's portfolio in Q2 2026, its #118 holding.
  • Wingate Wealth Advisors first reported a position in Carrier Global in Q4 2024 and has held it in 3 quarters since.
  • Wingate Wealth Advisors's Carrier Global position peaked at $255K in Q4 2024.
  • 1,644 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.