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Anchor Investment Management’s Carrier Global CARR Stock Holding History

Anchor Investment Management’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 		$204K Sell
3,617
-367
-9% -$21.7K 0.02% 379
2025
Q4 		$210K Sell
3,984
-589
-13% -$32.7K 0.02% 373
2025
Q3 		$273K Sell
4,573
-300
-6% -$20.4K 0.02% 337
2025
Q2 		$357K Sell
4,873
-849
-15% -$57.6K 0.03% 293
2025
Q1 		$363K Hold
5,722
– – 0.03% 293
2024
Q4 		$391K Sell
5,722
-23
-0.4% -$1.74K 0.04% 281
2024
Q3 		$462K Buy
5,745
+355
+7% +$24.7K 0.04% 270
2024
Q2 		$340K Sell
5,390
-65
-1% -$3.99K 0.04% 277
2024
Q1 		$317K Hold
5,455
– – 0.03% 290
2023
Q4 		$313K Hold
5,455
– – 0.04% 288
2023
Q3 		$301K Hold
5,455
– – 0.04% 289
2023
Q2 		$271K Buy
5,455
+50
+0.9% +$2.2K 0.03% 297
2023
Q1 		$247K Sell
5,405
-550
-9% -$24.6K 0.03% 310
2022
Q4 		$246K Hold
5,955
– – 0.04% 310
2022
Q3 		$212K Sell
5,955
-130
-2% -$5.12K 0.03% 328
2022
Q2 		$217K Sell
6,085
-75
-1% -$2.94K 0.03% 336
2022
Q1 		$283K Sell
6,160
-400
-6% -$18.8K 0.04% 331
2021
Q4 		$356K Sell
6,560
-50
-0.8% -$2.7K 0.04% 301
2021
Q3 		$342K Sell
6,610
-35
-0.5% -$1.88K 0.05% 282
2021
Q2 		$323K Sell
6,645
-200
-3% -$8.94K 0.04% 291
2021
Q1 		$289K Sell
6,845
-250
-4% -$9.72K 0.04% 290
2020
Q4 		$268K Sell
7,095
-500
-7% -$18.1K 0.05% 254
2020
Q3 		$232K Sell
7,595
-2,970
-28% -$84K 0.05% 256
2020
Q2 		$235K Buy
+10,565
New +$196K 0.05% 236

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

Anchor Investment Management's CARR Position: Q1 2026 in Review

Anchor Investment Management reduced its Carrier Global (CARR) stake by 9.2% in Q1 2026, selling an estimated $21.7K and leaving 3,617 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #379.

Anchor Investment Management first reported a position in CARR in Q2 2020 and has held it in 24 quarters since. The position peaked at $462K in Q3 2024. 1,488 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Anchor Investment Management held 3,617 shares of Carrier Global worth $204K as of Q1 2026.
  • Anchor Investment Management sold 367 Carrier Global shares in Q1 2026, an estimated $21.7K.
  • Carrier Global made up 0.02% of Anchor Investment Management's portfolio in Q1 2026, its #379 holding.
  • Anchor Investment Management first reported a position in Carrier Global in Q2 2020 and has held it in 24 quarters since.
  • Anchor Investment Management's Carrier Global position peaked at $462K in Q3 2024.
  • 1,488 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.