Angeles Wealth Management’s Carrier Global CARR Stock Holding History

Angeles Wealth 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	$276K	Buy	4,897 +330	+7%	+$19.5K	0.02%	339
2025 Q4	$241K	Buy	4,567 +217	+5%	+$12.1K	0.01%	331
2025 Q3	$260K	Sell	4,350 -213	-5%	-$14.5K	0.02%	283
2025 Q2	$334K	Sell	4,563 -49	-1%	-$3.33K	0.02%	242
2025 Q1	$292K	Buy	4,612 +237	+5%	+$15.7K	0.02%	217
2024 Q4	$299K	Buy	4,375 +418	+11%	+$31.5K	0.02%	211
2024 Q3	$318K	Buy	3,957 +98	+3%	+$6.82K	0.03%	188
2024 Q2	$243K	Buy	3,859 +21	+0.5%	+$1.29K	0.02%	206
2024 Q1	$223K	Sell	3,838 -315	-8%	-$17.7K	0.02%	202
2023 Q4	$239K	Buy	4,153 +338	+9%	+$17.9K	0.03%	179
2023 Q3	$211K	Buy	+3,815	New	+$210K	0.03%	164

Other funds holding CARR

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Angeles Wealth Management's CARR Position: Q1 2026 in Review

Angeles Wealth Management increased its Carrier Global (CARR) stake by 7.2% in Q1 2026, buying an estimated $19.5K and bringing the position to 4,897 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #339.

Angeles Wealth Management first reported a position in CARR in Q3 2023 and has held it in 11 quarters since. The position peaked at $334K in Q2 2025. 1,488 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

Angeles Wealth Management held 4,897 shares of Carrier Global worth $276K as of Q1 2026.
Angeles Wealth Management bought 330 Carrier Global shares in Q1 2026, an estimated $19.5K.
Carrier Global made up 0.02% of Angeles Wealth Management's portfolio in Q1 2026, its #339 holding.
Angeles Wealth Management first reported a position in Carrier Global in Q3 2023 and has held it in 11 quarters since.
Angeles Wealth Management's Carrier Global position peaked at $334K in Q2 2025.
1,488 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.