Bridgewater Advisors’s Carrier Global CARR Stock Holding History

Bridgewater Advisors’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	$321K	Sell	5,284 -3	-0.1%	-$178	0.02%	348
2025 Q4	$293K	Buy	5,287 +100	+2%	+$5.56K	0.02%	362
2025 Q3	$290K	Sell	5,187 -150	-3%	-$10.2K	0.02%	352
2025 Q2	$383K	Sell	5,337 -20	-0.4%	-$1.36K	0.03%	299
2025 Q1	$326K	Buy	+5,357	New	+$356K	0.03%	309
2022 Q1	–	Sell	-4,713	Closed	-$256K	–	241
2021 Q4	$256K	Buy	4,713 +35	+0.7%	+$1.89K	0.06%	216
2021 Q3	$242K	Buy	4,678 +6	+0.1%	+$323	0.07%	215
2021 Q2	$227K	Buy	+4,672	New	+$209K	0.07%	217

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

Bridgewater Advisors's CARR Position: Q1 2026 in Review

Bridgewater Advisors reduced its Carrier Global (CARR) stake by 0.06% in Q1 2026, selling an estimated $178 and leaving 5,284 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #348.

Bridgewater Advisors first reported a position in CARR in Q2 2021 and has held it in 8 quarters since. The position peaked at $383K in Q2 2025. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

Bridgewater Advisors held 5,284 shares of Carrier Global worth $321K as of Q1 2026.
Bridgewater Advisors sold 3 Carrier Global shares in Q1 2026, an estimated $178.
Carrier Global made up 0.02% of Bridgewater Advisors's portfolio in Q1 2026, its #348 holding.
Bridgewater Advisors first reported a position in Carrier Global in Q2 2021 and has held it in 8 quarters since.
Bridgewater Advisors's Carrier Global position peaked at $383K in Q2 2025.
1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Bridgewater Advisors's 13F filing for Q1 2026, filed 14 May 2026.