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Accordant Advisory Group’s Carrier Global CARR Stock Holding History

Accordant Advisory 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
Q1 		– Sell
-112
Closed -$5.92K – 240
2025
Q4 		$5.92K Sell
112
-250
-69% -$13.9K ﹤0.01% 142
2025
Q3 		$21.6K Hold
362
– – 0.01% 114
2025
Q2 		$26.5K Hold
362
– – 0.02% 107
2025
Q1 		$23K Hold
362
– – 0.02% 91
2024
Q4 		$24.7K Hold
362
– – 0.02% 94
2024
Q3 		$29.1K Buy
362
+112
+45% +$7.8K 0.02% 92
2024
Q2 		$15.8K Buy
+250
New +$15.4K 0.01% 113

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 $3.38T AUM 44.17% 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

Accordant Advisory Group's CARR Position: Q1 2026 in Review

Accordant Advisory Group sold out of Carrier Global (CARR) in Q1 2026, closing a stake of 112 shares — an estimated $5.92K sold.

Accordant Advisory Group first reported a position in CARR in Q2 2024 and held it in 7 quarters. The position peaked at $29.1K in Q3 2024. 1,500 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Accordant Advisory Group reported no remaining Carrier Global position as of Q1 2026 after selling out during the quarter.
  • Accordant Advisory Group sold 112 Carrier Global shares in Q1 2026, an estimated $5.92K.
  • Accordant Advisory Group first reported a position in Carrier Global in Q2 2024 and held it in 7 quarters.
  • Accordant Advisory Group's Carrier Global position peaked at $29.1K in Q3 2024.
  • 1,500 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Accordant Advisory Group's 13F filing for Q1 2026, filed 11 May 2026.