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Brighton Jones LLC’s Carrier Global CARR Stock Holding History

Brighton Jones LLC’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 		$985K Buy
+17,488
New +$1.04M 0.02% 464
2025
Q4 		– Sell
-9,974
Closed -$595K – 180
2025
Q3 		$595K Buy
9,974
+244
+3% +$16.6K 0.01% 571
2025
Q2 		$712K Buy
9,730
+427
+5% +$29K 0.02% 417
2025
Q1 		$590K Buy
9,303
+1,345
+17% +$89.4K 0.02% 354
2024
Q4 		$543K Buy
7,958
+1,850
+30% +$140K 0.02% 364
2024
Q3 		$492K Buy
6,108
+318
+5% +$22.1K 0.02% 322
2024
Q2 		$365K Buy
5,790
+544
+10% +$33.4K 0.01% 418
2024
Q1 		$305K Buy
5,246
+111
+2% +$6.24K 0.01% 462
2023
Q4 		$295K Buy
5,135
+305
+6% +$16.1K 0.01% 447
2023
Q3 		$267K Buy
4,830
+402
+9% +$22.1K 0.01% 428
2023
Q2 		$220K Buy
+4,428
New +$195K 0.01% 483
2023
Q1 		– Sell
-5,359
Closed -$221K – 521
2022
Q4 		$221K Buy
+5,359
New +$217K 0.01% 411
2022
Q2 		– Sell
-4,539
Closed -$208K – 485
2022
Q1 		$208K Sell
4,539
-319
-7% -$15K 0.01% 467
2021
Q4 		$263K Buy
+4,858
New +$262K 0.01% 414
2021
Q2 		– Sell
-5,065
Closed -$214K – 481
2021
Q1 		$214K Buy
+5,065
New +$197K 0.01% 392

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 $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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $336B AUM 34.66% 1-Year Est. Return

Brighton Jones LLC's CARR Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in Carrier Global (CARR) in Q1 2026: 17,488 shares worth $985K. The stake represents 0.02% of the portfolio and ranks #464 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in CARR as recently as Q3 2025.

Brighton Jones LLC first reported a position in CARR in Q1 2021 and has held it in 15 quarters since. 1,492 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Brighton Jones LLC held 17,488 shares of Carrier Global worth $985K as of Q1 2026.
  • Carrier Global was a new Brighton Jones LLC position in Q1 2026.
  • Carrier Global made up 0.02% of Brighton Jones LLC's portfolio in Q1 2026, its #464 holding.
  • Brighton Jones LLC first reported a position in Carrier Global in Q1 2021 and has held it in 15 quarters since.
  • 1,492 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.