Berkshire Money Management’s Carrier Global CARR Stock Holding History

Berkshire Money 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	-4,862	Closed	-$257K	–	64
2025 Q4	$257K	Buy	+4,862	New	+$270K	0.02%	106
2025 Q3	–	Sell	-4,629	Closed	-$339K	–	59
2025 Q2	$339K	Buy	4,629 +200	+5%	+$13.6K	0.04%	75
2025 Q1	$281K	Hold	4,429	–	–	0.03%	77
2024 Q4	$302K	Buy	+4,429	New	+$334K	0.03%	71
2024 Q2	–	Sell	-4,064	Closed	-$236K	–	45
2024 Q1	$236K	Buy	+4,064	New	+$228K	0.03%	77

Other funds holding CARR

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

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $336B AUM 34.66% 1-Year Est. Return

Berkshire Money Management's CARR Position: Q1 2026 in Review

Berkshire Money Management sold out of Carrier Global (CARR) in Q1 2026, closing a stake of 4,862 shares — an estimated $257K sold.

Berkshire Money Management first reported a position in CARR in Q1 2024 and held it in 5 quarters. The position peaked at $339K in Q2 2025. 1,492 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

Berkshire Money Management reported no remaining Carrier Global position as of Q1 2026 after selling out during the quarter.
Berkshire Money Management sold 4,862 Carrier Global shares in Q1 2026, an estimated $257K.
Berkshire Money Management first reported a position in Carrier Global in Q1 2024 and held it in 5 quarters.
Berkshire Money Management's Carrier Global position peaked at $339K in Q2 2025.
1,492 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Berkshire Money Management's 13F filing for Q1 2026, filed 21 Apr 2026.