Callan Family Office’s Carrier Global CARR Stock Holding History

Callan Family Office’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	$5.05M	Buy	89,681 +24,273	+37%	+$1.44M	0.11%	190
2025 Q4	$3.46M	Sell	65,408 -3,984	-6%	-$221K	0.07%	243
2025 Q3	$4.14M	Sell	69,392 -5,225	-7%	-$355K	0.13%	165
2025 Q2	$5.46M	Buy	74,617 +50,085	+204%	+$3.4M	0.17%	138
2025 Q1	$1.56M	Sell	24,532 -5,040	-17%	-$335K	0.12%	155
2024 Q4	$2.02M	Buy	+29,572	New	+$2.23M	0.13%	148
2023 Q2	–	Sell	-10,454	Closed	-$478K	–	117
2023 Q1	$478K	Buy	+10,454	New	+$468K	0.12%	96

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

Callan Family Office's CARR Position: Q1 2026 in Review

Callan Family Office increased its Carrier Global (CARR) stake by 37% in Q1 2026, buying an estimated $1.44M and bringing the position to 89,681 shares worth $5.05M. The position accounts for 0.11% of the portfolio, ranked #190.

Callan Family Office first reported a position in CARR in Q1 2023 and has held it in 7 quarters since. The position peaked at $5.46M in Q2 2025. 1,488 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

Callan Family Office held 89,681 shares of Carrier Global worth $5.05M as of Q1 2026.
Callan Family Office bought 24,273 Carrier Global shares in Q1 2026, an estimated $1.44M.
Carrier Global made up 0.11% of Callan Family Office's portfolio in Q1 2026, its #190 holding.
Callan Family Office first reported a position in Carrier Global in Q1 2023 and has held it in 7 quarters since.
Callan Family Office's Carrier Global position peaked at $5.46M in Q2 2025.
1,488 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.