Brian C. Broderick’s Carrier Global CARR Stock Holding History

Brian C. Broderick’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	$503K	Sell	8,930 -2,712	-23%	-$161K	0.09%	73
2025 Q4	$615K	Sell	11,642 -88,242	-88%	-$4.91M	0.12%	62
2025 Q3	$5.96M	Sell	99,884 -8,798	-8%	-$598K	1.13%	30
2025 Q2	$7.95M	Sell	108,682 -4,165	-4%	-$283K	1.57%	24
2025 Q1	$7.15M	Buy	112,847 +24,685	+28%	+$1.64M	1.46%	28
2024 Q4	$6.02M	Sell	88,162 -2,410	-3%	-$182K	1.18%	31
2024 Q3	$7.29M	Buy	90,572 +32,414	+56%	+$2.26M	1.43%	27
2024 Q2	$3.67M	Buy	58,158 +37,760	+185%	+$2.32M	0.75%	34
2024 Q1	$1.19M	Buy	+20,398	New	+$1.15M	0.25%	53
2020 Q3	–	Sell	-35,943	Closed	-$798K	–	86
2020 Q2	$798K	Buy	+35,943	New	+$668K	0.27%	57

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

Brian C. Broderick's CARR Position: Q1 2026 in Review

Brian C. Broderick reduced its Carrier Global (CARR) stake by 23% in Q1 2026, selling an estimated $161K and leaving 8,930 shares worth $503K. The position accounts for 0.09% of the portfolio, ranked #73.

Brian C. Broderick first reported a position in CARR in Q2 2020 and has held it in 10 quarters since. The position peaked at $7.95M in Q2 2025. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

Brian C. Broderick held 8,930 shares of Carrier Global worth $503K as of Q1 2026.
Brian C. Broderick sold 2,712 Carrier Global shares in Q1 2026, an estimated $161K.
Carrier Global made up 0.09% of Brian C. Broderick's portfolio in Q1 2026, its #73 holding.
Brian C. Broderick first reported a position in Carrier Global in Q2 2020 and has held it in 10 quarters since.
Brian C. Broderick's Carrier Global position peaked at $7.95M in Q2 2025.
1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Brian C. Broderick's 13F filing for Q1 2026, filed 7 May 2026.