Dennis R. Delaney’s Carrier Global CARR Stock Holding History

Dennis R. Delaney’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	$1.69M	Buy	30,055 +16,005	+114%	+$947K	0.6%	36
2025 Q4	$742K	Sell	14,050 -41,955	-75%	-$2.33M	0.37%	35
2025 Q3	$3.34M	Buy	56,005 +1,000	+2%	+$67.9K	1.67%	25
2025 Q2	$4.03M	Buy	55,005 +3,250	+6%	+$221K	2.07%	23
2025 Q1	$3.28M	Buy	51,755 +7,675	+17%	+$510K	1.78%	26
2024 Q4	$3.01M	Buy	44,080 +6,114	+16%	+$461K	1.58%	26
2024 Q3	$3.06M	Buy	37,966 +16,605	+78%	+$1.16M	1.58%	26
2024 Q2	$1.35M	Buy	21,361 +11,381	+114%	+$699K	0.73%	33
2024 Q1	$580K	Buy	+9,980	New	+$561K	0.32%	42

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

Dennis R. Delaney's CARR Position: Q1 2026 in Review

Dennis R. Delaney increased its Carrier Global (CARR) stake by 114% in Q1 2026, buying an estimated $947K and bringing the position to 30,055 shares worth $1.69M. The position accounts for 0.6% of the portfolio, ranked #36.

Dennis R. Delaney first reported a position in CARR in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.03M in Q2 2025. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

Dennis R. Delaney held 30,055 shares of Carrier Global worth $1.69M as of Q1 2026.
Dennis R. Delaney bought 16,005 Carrier Global shares in Q1 2026, an estimated $947K.
Carrier Global made up 0.6% of Dennis R. Delaney's portfolio in Q1 2026, its #36 holding.
Dennis R. Delaney first reported a position in Carrier Global in Q1 2024 and has held it in 9 quarters since.
Dennis R. Delaney's Carrier Global position peaked at $4.03M in Q2 2025.
1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Dennis R. Delaney's 13F filing for Q1 2026, filed 14 May 2026.