Dover Advisors’s Carrier Global CARR Stock Holding History

Dover 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	$634K	Hold	11,256	–	–	0.26%	85
2025 Q4	$595K	Sell	11,256 -56	-0.5%	-$3.11K	0.23%	94
2025 Q3	$675K	Hold	11,312	–	–	0.27%	90
2025 Q2	$828K	Hold	11,312	–	–	0.36%	68
2025 Q1	$717K	Buy	11,312 +550	+5%	+$36.5K	0.31%	76
2024 Q4	$735K	Sell	10,762 -250	-2%	-$18.9K	0.42%	71
2024 Q3	$886K	Hold	11,012	–	–	0.5%	65
2024 Q2	$695K	Hold	11,012	–	–	0.43%	70
2024 Q1	$640K	Buy	11,012 +100	+0.9%	+$5.62K	0.44%	69
2023 Q4	$629K	Hold	10,912	–	–	0.83%	44
2023 Q3	$602K	Sell	10,912 -150	-1%	-$8.26K	0.61%	56
2023 Q2	$552K	Buy	11,062 +12	+0.1%	+$528	0.49%	59
2023 Q1	$506K	Hold	11,050	–	–	0.49%	61
2022 Q4	$458K	Buy	+11,050	New	+$448K	0.49%	61

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

Dover Advisors's CARR Position: Q1 2026 in Review

Dover Advisors held its Carrier Global (CARR) position steady in Q1 2026 at 11,256 shares worth $634K. The position accounts for 0.26% of the portfolio, ranked #85.

Dover Advisors first reported a position in CARR in Q4 2022 and has held it in 14 quarters since. The position peaked at $886K in Q3 2024. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

Dover Advisors held 11,256 shares of Carrier Global worth $634K as of Q1 2026.
Dover Advisors left its Carrier Global share count unchanged in Q1 2026.
Carrier Global made up 0.26% of Dover Advisors's portfolio in Q1 2026, its #85 holding.
Dover Advisors first reported a position in Carrier Global in Q4 2022 and has held it in 14 quarters since.
Dover Advisors's Carrier Global position peaked at $886K in Q3 2024.
1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Dover Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.