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Camelot Portfolios’s Carrier Global CARR Stock Holding History

Camelot Portfolios’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 		– Sell
-1,900
Closed -$100K – 251
2025
Q4 		$100K Buy
+1,900
New +$106K 0.06% 242
2024
Q3 		– Sell
-2,000
Closed -$126K – 205
2024
Q2 		$126K Buy
+2,000
New +$123K 0.07% 221

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Camelot Portfolios's CARR Position: Q1 2026 in Review

Camelot Portfolios sold out of Carrier Global (CARR) in Q1 2026, closing a stake of 1,900 shares — an estimated $100K sold.

Camelot Portfolios first reported a position in CARR in Q2 2024 and held it in 2 quarters. The position peaked at $126K in Q2 2024. 1,500 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Camelot Portfolios reported no remaining Carrier Global position as of Q1 2026 after selling out during the quarter.
  • Camelot Portfolios sold 1,900 Carrier Global shares in Q1 2026, an estimated $100K.
  • Camelot Portfolios first reported a position in Carrier Global in Q2 2024 and held it in 2 quarters.
  • Camelot Portfolios's Carrier Global position peaked at $126K in Q2 2024.
  • 1,500 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.