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World Investment Advisors’s Carrier Global CARR Stock Holding History

World Investment 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 		$910K Sell
13,951
-367
-3% -$24K 0.02% 735
2026
Q1 		$806K Sell
14,318
-241
-2% -$14.3K 0.01% 790
2025
Q4 		$769K Buy
14,559
+6,042
+71% +$336K 0.01% 775
2025
Q3 		$508K Buy
8,517
+199
+2% +$13.5K 0.01% 776
2025
Q2 		$609K Buy
8,318
+2,802
+51% +$190K 0.01% 664
2025
Q1 		$350K Buy
5,516
+1,525
+38% +$101K 0.01% 814
2024
Q4 		$272K Buy
+3,991
New +$301K 0.01% 863

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 Investment Advisors's CARR Position: Q2 2026 in Review

World Investment Advisors reduced its Carrier Global (CARR) stake by 2.6% in Q2 2026, selling an estimated $24K and leaving 13,951 shares worth $910K. The position accounts for 0.02% of the portfolio, ranked #735.

World Investment Advisors first reported a position in CARR in Q4 2024 and has held it in 7 quarters since. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • World Investment Advisors held 13,951 shares of Carrier Global worth $910K as of Q2 2026.
  • World Investment Advisors sold 367 Carrier Global shares in Q2 2026, an estimated $24K.
  • Carrier Global made up 0.02% of World Investment Advisors's portfolio in Q2 2026, its #735 holding.
  • World Investment Advisors first reported a position in Carrier Global in Q4 2024 and has held it in 7 quarters since.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.