Carmel Capital Partners’s Carrier Global CARR Stock Holding History

Carmel Capital 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	$2.92M	Buy	51,791 +981	+2%	+$58.1K	1.05%	30
2025 Q4	$2.68M	Buy	50,810 +30,513	+150%	+$1.7M	0.94%	32
2025 Q3	$1.21M	Sell	20,297 -7,478	-27%	-$508K	0.51%	52
2025 Q2	$2.03M	Buy	27,775 +4,401	+19%	+$299K	0.71%	37
2025 Q1	$1.48M	Buy	23,374 +7,067	+43%	+$470K	0.58%	41
2024 Q4	$1.11M	Buy	16,307 +1,082	+7%	+$81.6K	0.45%	50
2024 Q3	$1.23M	Buy	+15,225	New	+$1.06M	0.47%	43
2023 Q3	–	Sell	-1,500	Closed	-$74.6K	–	762
2023 Q2	$74.6K	Buy	+1,500	New	+$66K	0.04%	183

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

Carmel Capital Partners's CARR Position: Q1 2026 in Review

Carmel Capital Partners increased its Carrier Global (CARR) stake by 1.9% in Q1 2026, buying an estimated $58.1K and bringing the position to 51,791 shares worth $2.92M. The position accounts for 1.05% of the portfolio, ranked #30.

Carmel Capital Partners first reported a position in CARR in Q2 2023 and has held it in 8 quarters since. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

Carmel Capital Partners held 51,791 shares of Carrier Global worth $2.92M as of Q1 2026.
Carmel Capital Partners bought 981 Carrier Global shares in Q1 2026, an estimated $58.1K.
Carrier Global made up 1.05% of Carmel Capital Partners's portfolio in Q1 2026, its #30 holding.
Carmel Capital Partners first reported a position in Carrier Global in Q2 2023 and has held it in 8 quarters since.
1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Carmel Capital Partners's 13F filing for Q1 2026, filed 30 Apr 2026.