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Avestar Capital’s Carrier Global CARR Stock Holding History

Avestar Capital’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 		$568K Sell
10,090
-321
-3% -$19K 0.04% 323
2025
Q4 		$550K Sell
10,411
-2,315
-18% -$129K 0.04% 322
2025
Q3 		$760K Buy
12,726
+156
+1% +$10.6K 0.05% 273
2025
Q2 		$920K Buy
12,570
+725
+6% +$49.2K 0.06% 230
2025
Q1 		$751K Buy
11,845
+5
+0% +$332 0.07% 235
2024
Q4 		$808K Sell
11,840
-90
-0.8% -$6.79K 0.07% 206
2024
Q3 		$960K Buy
11,930
+416
+4% +$29K 0.1% 162
2024
Q2 		$726K Buy
11,514
+529
+5% +$32.5K 0.07% 191
2024
Q1 		$639K Sell
10,985
-243
-2% -$13.7K 0.07% 206
2023
Q4 		$645K Buy
11,228
+761
+7% +$40.3K 0.07% 167
2023
Q3 		$578K Sell
10,467
-1,212
-10% -$66.7K 0.08% 151
2023
Q2 		$581K Sell
11,679
-201
-2% -$8.84K 0.09% 136
2023
Q1 		$544K Sell
11,880
-1,989
-14% -$89K 0.1% 136
2022
Q4 		$572K Buy
13,869
+454
+3% +$18.4K 0.1% 127
2022
Q3 		$477K Buy
13,415
+4,204
+46% +$166K 0.12% 126
2022
Q2 		$328K Buy
9,211
+3,734
+68% +$147K 0.08% 190
2022
Q1 		$251K Buy
5,477
+696
+15% +$32.8K 0.04% 344
2021
Q4 		$259K Buy
+4,781
New +$258K 0.03% 382

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

Avestar Capital's CARR Position: Q1 2026 in Review

Avestar Capital reduced its Carrier Global (CARR) stake by 3.1% in Q1 2026, selling an estimated $19K and leaving 10,090 shares worth $568K. The position accounts for 0.04% of the portfolio, ranked #323.

Avestar Capital first reported a position in CARR in Q4 2021 and has held it in 18 quarters since. The position peaked at $960K in Q3 2024. 1,488 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Avestar Capital held 10,090 shares of Carrier Global worth $568K as of Q1 2026.
  • Avestar Capital sold 321 Carrier Global shares in Q1 2026, an estimated $19K.
  • Carrier Global made up 0.04% of Avestar Capital's portfolio in Q1 2026, its #323 holding.
  • Avestar Capital first reported a position in Carrier Global in Q4 2021 and has held it in 18 quarters since.
  • Avestar Capital's Carrier Global position peaked at $960K in Q3 2024.
  • 1,488 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.