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World Equity Group’s Carrier Global CARR Stock Holding History

World Equity 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 		– Sell
-4,674
Closed -$263K – 388
2026
Q1 		$263K Buy
+4,674
New +$277K 0.07% 313
2025
Q1 		– Sell
-4,288
Closed -$293K – 310
2024
Q4 		$293K Buy
4,288
+19
+0.4% +$1.43K 0.06% 270
2024
Q3 		$344K Sell
4,269
-902
-17% -$62.8K 0.12% 163
2024
Q2 		$326K Buy
5,171
+501
+11% +$30.8K 0.1% 199
2024
Q1 		$271K Buy
4,670
+875
+23% +$49.2K 0.06% 257
2023
Q4 		$218K Buy
+3,795
New +$201K 0.04% 304
2023
Q2 		– Sell
-23,886
Closed -$328K – 344
2023
Q1 		$328K Buy
23,886
+17,230
+259% +$771K 0.05% 357
2022
Q4 		$275K Buy
6,656
+1
+0% +$41 0.07% 269
2022
Q3 		$237K Buy
6,655
+106
+2% +$4.17K 0.06% 283
2022
Q2 		$234K Sell
6,549
-23
-0.3% -$903 0.06% 298
2022
Q1 		$301K Buy
+6,572
New +$309K 0.07% 272

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

World Equity Group's CARR Position: Q2 2026 in Review

World Equity Group sold out of Carrier Global (CARR) in Q2 2026, closing a stake of 4,674 shares — an estimated $263K sold.

World Equity Group first reported a position in CARR in Q1 2022 and held it in 11 quarters. The position peaked at $344K in Q3 2024. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • World Equity Group reported no remaining Carrier Global position as of Q2 2026 after selling out during the quarter.
  • World Equity Group sold 4,674 Carrier Global shares in Q2 2026, an estimated $263K.
  • World Equity Group first reported a position in Carrier Global in Q1 2022 and held it in 11 quarters.
  • World Equity Group's Carrier Global position peaked at $344K in Q3 2024.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.