BGAI
CARR icon

Bruce G. Allen Investments’s Carrier Global CARR Stock Holding History

Bruce G. Allen Investments’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 		$57.2K Buy
1,015
+149
+17% +$8.82K 0.04% 237
2025
Q4 		$45.8K Buy
866
+442
+104% +$24.6K 0.03% 267
2025
Q3 		$25.3K Sell
424
-14
-3% -$951 0.02% 368
2025
Q2 		$32.1K Buy
438
+67
+18% +$4.55K 0.02% 324
2025
Q1 		$23.5K Hold
371
– – 0.02% 367
2024
Q4 		$25.3K Hold
371
– – 0.02% 354
2024
Q3 		$29.9K Sell
371
-216
-37% -$15K 0.02% 339
2024
Q2 		$37K Sell
587
-9
-2% -$553 0.03% 291
2024
Q1 		$34.6K Hold
596
– – 0.03% 302
2023
Q4 		$34.2K Buy
+596
New +$31.5K 0.03% 296

Other funds holding CARR

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Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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