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Ariadne Wealth Management’s Carrier Global CARR Stock Holding History

Ariadne 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 		– Sell
-3,295
Closed -$214K – 251
2025
Q4 		$214K Buy
+3,295
New +$183K 0.09% 234

Other funds holding CARR

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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

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

Ariadne Wealth Management sold out of Carrier Global (CARR) in Q1 2026, closing a stake of 3,295 shares — an estimated $214K sold.

Ariadne Wealth Management first reported a position in CARR in Q4 2025 and held it in 1 quarter. The position peaked at $214K in Q4 2025. 1,489 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Ariadne Wealth Management reported no remaining Carrier Global position as of Q1 2026 after selling out during the quarter.
  • Ariadne Wealth Management sold 3,295 Carrier Global shares in Q1 2026, an estimated $214K.
  • Ariadne Wealth Management first reported a position in Carrier Global in Q4 2025 and held it in 1 quarter.
  • Ariadne Wealth Management's Carrier Global position peaked at $214K in Q4 2025.
  • 1,489 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.