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Burling Wealth Partners’s Carrier Global CARR Stock Holding History

Burling Wealth Partners’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 		$981K Sell
17,425
-2,340
-12% -$139K 0.16% 96
2025
Q4 		$1.04M Sell
19,765
-2,030
-9% -$113K 0.16% 93
2025
Q3 		$1.3M Sell
21,795
-263
-1% -$17.9K 0.22% 84
2025
Q2 		$1.61M Hold
22,058
– – 0.3% 74
2025
Q1 		$1.4M Sell
22,058
-7,860
-26% -$522K 0.29% 80
2024
Q4 		$2.04M Buy
+29,918
New +$2.26M 0.42% 66

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 $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
JP Morgan Chase New York $1.56T 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

Burling Wealth Partners's CARR Position: Q1 2026 in Review

Burling Wealth Partners reduced its Carrier Global (CARR) stake by 12% in Q1 2026, selling an estimated $139K and leaving 17,425 shares worth $981K. The position accounts for 0.16% of the portfolio, ranked #96.

Burling Wealth Partners first reported a position in CARR in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.04M in Q4 2024. 1,488 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Burling Wealth Partners held 17,425 shares of Carrier Global worth $981K as of Q1 2026.
  • Burling Wealth Partners sold 2,340 Carrier Global shares in Q1 2026, an estimated $139K.
  • Carrier Global made up 0.16% of Burling Wealth Partners's portfolio in Q1 2026, its #96 holding.
  • Burling Wealth Partners first reported a position in Carrier Global in Q4 2024 and has held it in 6 quarters since.
  • Burling Wealth Partners's Carrier Global position peaked at $2.04M in Q4 2024.
  • 1,488 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.