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American Trust Investment Advisors’s Carrier Global CARR Stock Holding History

American Trust 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
Q1 		$4.91M Buy
87,161
+855
+1% +$50.6K 2.71% 12
2025
Q4 		$4.56M Buy
86,306
+1,501
+2% +$83.4K 2.44% 17
2025
Q3 		$5.06M Buy
+84,805
New +$5.76M 2.61% 12

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

American Trust Investment Advisors's CARR Position: Q1 2026 in Review

American Trust Investment Advisors increased its Carrier Global (CARR) stake by 0.99% in Q1 2026, buying an estimated $50.6K and bringing the position to 87,161 shares worth $4.91M. The position accounts for 2.71% of the portfolio, ranked #12.

American Trust Investment Advisors first reported a position in CARR in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.06M in Q3 2025. 1,489 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • American Trust Investment Advisors held 87,161 shares of Carrier Global worth $4.91M as of Q1 2026.
  • American Trust Investment Advisors bought 855 Carrier Global shares in Q1 2026, an estimated $50.6K.
  • Carrier Global made up 2.71% of American Trust Investment Advisors's portfolio in Q1 2026, its #12 holding.
  • American Trust Investment Advisors first reported a position in Carrier Global in Q3 2025 and has held it in 3 quarters since.
  • American Trust Investment Advisors's Carrier Global position peaked at $5.06M in Q3 2025.
  • 1,489 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on American Trust Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.