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Wiser Advisor Group’s Carrier Global CARR Stock Holding History

Wiser Advisor Group’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 		$11.2K Buy
152
+1
+0.7% +$65 0.01% 164
2026
Q1 		$8.53K Hold
151
– – 0.01% 170
2025
Q4 		$7.97K Buy
151
+1
+0.7% +$56 0.01% 181
2025
Q3 		$8.97K Buy
+150
New +$10.2K 0.01% 180
2025
Q2 		– Sell
-149
Closed -$9.46K – 77
2025
Q1 		$9.46K Hold
149
– – 0.01% 180
2024
Q4 		$10.2K Buy
149
+1
+0.7% +$75 0.01% 178
2024
Q3 		$11.9K Hold
148
– – 0.02% 174
2024
Q2 		$9.33K Buy
148
+1
+0.7% +$61 0.01% 192
2024
Q1 		$8.57K Hold
147
– – 0.01% 199
2023
Q4 		$8.45K Buy
+147
New +$7.78K 0.01% 190

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Wiser Advisor Group's CARR Position: Q2 2026 in Review

Wiser Advisor Group increased its Carrier Global (CARR) stake by 0.66% in Q2 2026, buying an estimated $65 and bringing the position to 152 shares worth $11.2K. The position accounts for 0.01% of the portfolio, ranked #164.

Wiser Advisor Group first reported a position in CARR in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.9K in Q3 2024. 1,641 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Wiser Advisor Group held 152 shares of Carrier Global worth $11.2K as of Q2 2026.
  • Wiser Advisor Group bought 1 Carrier Global share in Q2 2026, an estimated $65.
  • Carrier Global made up 0.01% of Wiser Advisor Group's portfolio in Q2 2026, its #164 holding.
  • Wiser Advisor Group first reported a position in Carrier Global in Q4 2023 and has held it in 10 quarters since.
  • Wiser Advisor Group's Carrier Global position peaked at $11.9K in Q3 2024.
  • 1,641 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.