Center For Asset Management’s Carrier Global CARR Stock Holding History

Center For Asset Management’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	$259K	Sell	4,607 -918	-17%	-$54.3K	0.13%	124
2025 Q4	$292K	Buy	5,525 +1,378	+33%	+$76.6K	0.15%	118
2025 Q3	$248K	Sell	4,147 -1,580	-28%	-$107K	0.13%	120
2025 Q2	$391K	Hold	5,727	–	–	0.24%	82
2025 Q1	$363K	Hold	5,727	–	–	0.22%	93
2024 Q4	$391K	Sell	5,727 -418	-7%	-$31.5K	0.25%	78
2024 Q3	$495K	Hold	6,145	–	–	0.3%	75
2024 Q2	$388K	Hold	6,145	–	–	0.26%	87
2024 Q1	$357K	Hold	6,145	–	–	0.29%	79
2023 Q4	$353K	Hold	6,145	–	–	0.32%	75
2023 Q3	$339K	Hold	6,145	–	–	0.34%	77
2023 Q2	$305K	Hold	6,145	–	–	0.29%	79
2023 Q1	$281K	Hold	6,145	–	–	0.28%	85
2022 Q4	$253K	Hold	6,145	–	–	0.24%	99
2022 Q3	$219K	Hold	6,145	–	–	0.22%	98
2022 Q2	$219K	Hold	6,145	–	–	0.2%	102
2022 Q1	$282K	Buy	+6,145	New	+$289K	0.22%	92

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

Center For Asset Management's CARR Position: Q1 2026 in Review

Center For Asset Management reduced its Carrier Global (CARR) stake by 17% in Q1 2026, selling an estimated $54.3K and leaving 4,607 shares worth $259K. The position accounts for 0.13% of the portfolio, ranked #124.

Center For Asset Management first reported a position in CARR in Q1 2022 and has held it in 17 quarters since. The position peaked at $495K in Q3 2024. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

Center For Asset Management held 4,607 shares of Carrier Global worth $259K as of Q1 2026.
Center For Asset Management sold 918 Carrier Global shares in Q1 2026, an estimated $54.3K.
Carrier Global made up 0.13% of Center For Asset Management's portfolio in Q1 2026, its #124 holding.
Center For Asset Management first reported a position in Carrier Global in Q1 2022 and has held it in 17 quarters since.
Center For Asset Management's Carrier Global position peaked at $495K in Q3 2024.
1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Center For Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.