Childress Capital Advisors’s Carrier Global CARR Stock Holding History

Childress Capital Advisors’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	$242K	Sell	4,289 -1,339	-24%	-$79.3K	0.04%	316
2025 Q4	$297K	Sell	5,628 -198	-3%	-$11K	0.05%	279
2025 Q3	$348K	Buy	5,826 +1,308	+29%	+$88.9K	0.06%	204
2025 Q2	$331K	Buy	4,518 +60	+1%	+$4.07K	0.08%	174
2025 Q1	$283K	Sell	4,458 -79	-2%	-$5.25K	0.08%	167
2024 Q4	$310K	Sell	4,537 -16	-0.4%	-$1.21K	0.09%	147
2024 Q3	$366K	Buy	4,553 +96	+2%	+$6.68K	0.1%	144
2024 Q2	$281K	Sell	4,457 -3	-0.1%	-$184	0.08%	162
2024 Q1	$259K	Sell	4,460 -246	-5%	-$13.8K	0.08%	168
2023 Q4	$270K	Sell	4,706 -1,293	-22%	-$68.4K	0.08%	150
2023 Q3	$331K	Buy	+5,999	New	+$330K	0.11%	112
2021 Q1	–	Sell	-443	Closed	-$17K	–	286
2020 Q4	$17K	Buy	+443	New	+$16K	0.01%	390

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

Childress Capital Advisors's CARR Position: Q1 2026 in Review

Childress Capital Advisors reduced its Carrier Global (CARR) stake by 24% in Q1 2026, selling an estimated $79.3K and leaving 4,289 shares worth $242K. The position accounts for 0.04% of the portfolio, ranked #316.

Childress Capital Advisors first reported a position in CARR in Q4 2020 and has held it in 12 quarters since. The position peaked at $366K in Q3 2024. 1,488 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

Childress Capital Advisors held 4,289 shares of Carrier Global worth $242K as of Q1 2026.
Childress Capital Advisors sold 1,339 Carrier Global shares in Q1 2026, an estimated $79.3K.
Carrier Global made up 0.04% of Childress Capital Advisors's portfolio in Q1 2026, its #316 holding.
Childress Capital Advisors first reported a position in Carrier Global in Q4 2020 and has held it in 12 quarters since.
Childress Capital Advisors's Carrier Global position peaked at $366K in Q3 2024.
1,488 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Childress Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.