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Ancora Advisors’s Carrier Global CARR Stock Holding History

Ancora 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 		$306K Sell
5,428
-268
-5% -$15.9K 0.01% 620
2025
Q4 		$301K Buy
5,696
+305
+6% +$17K 0.01% 638
2025
Q3 		$322K Hold
5,391
– – 0.01% 630
2025
Q2 		$395K Sell
5,391
-57
-1% -$3.87K 0.01% 579
2025
Q1 		$345K Sell
5,448
-239
-4% -$15.9K 0.01% 598
2024
Q4 		$388K Buy
5,687
+236
+4% +$17.8K 0.01% 570
2024
Q3 		$439K Sell
5,451
-121
-2% -$8.43K 0.01% 534
2024
Q2 		$351K Buy
5,572
+1
+0% +$61 0.01% 557
2024
Q1 		$324K Buy
5,571
+1
+0% +$56 0.01% 578
2023
Q4 		$320K Sell
5,570
-1,110
-17% -$58.7K 0.01% 580
2023
Q3 		$369K Buy
6,680
+1
+0% +$55 0.01% 532
2023
Q2 		$332K Sell
6,679
-172
-3% -$7.57K 0.01% 540
2023
Q1 		$313K Buy
6,851
+1
+0% +$45 0.01% 563
2022
Q4 		$283K Sell
6,850
-59
-0.9% -$2.39K 0.01% 601
2022
Q3 		$246K Sell
6,909
-622
-8% -$24.5K 0.01% 676
2022
Q2 		$269K Buy
7,531
+467
+7% +$18.3K 0.01% 680
2022
Q1 		$324K Sell
7,064
-2,713
-28% -$128K 0.01% 666
2021
Q4 		$530K Buy
9,777
+107
+1% +$5.78K 0.01% 542
2021
Q3 		$501K Sell
9,670
-360
-4% -$19.4K 0.01% 547
2021
Q2 		$487K Buy
10,030
+660
+7% +$29.5K 0.01% 551
2021
Q1 		$396K Sell
9,370
-964
-9% -$37.5K 0.01% 574
2020
Q4 		$390K Sell
10,334
-1,442
-12% -$52.2K 0.01% 512
2020
Q3 		$360K Sell
11,776
-3,051
-21% -$86.3K 0.01% 494
2020
Q2 		$329K Buy
+14,827
New +$276K 0.01% 503

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

Ancora Advisors's CARR Position: Q1 2026 in Review

Ancora Advisors reduced its Carrier Global (CARR) stake by 4.7% in Q1 2026, selling an estimated $15.9K and leaving 5,428 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #620.

Ancora Advisors first reported a position in CARR in Q2 2020 and has held it in 24 quarters since. The position peaked at $530K in Q4 2021. 1,488 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Ancora Advisors held 5,428 shares of Carrier Global worth $306K as of Q1 2026.
  • Ancora Advisors sold 268 Carrier Global shares in Q1 2026, an estimated $15.9K.
  • Carrier Global made up 0.01% of Ancora Advisors's portfolio in Q1 2026, its #620 holding.
  • Ancora Advisors first reported a position in Carrier Global in Q2 2020 and has held it in 24 quarters since.
  • Ancora Advisors's Carrier Global position peaked at $530K in Q4 2021.
  • 1,488 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

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