Elefante Mark B’s Carrier Global CARR Stock Holding History

Elefante Mark B’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	$2.09M	Sell	37,077 -3,603	-9%	-$213K	1.15%	30
2025 Q4	$2.15M	Sell	40,680 -10,330	-20%	-$574K	1.32%	28
2025 Q3	$3.05M	Buy	51,010 +6,865	+16%	+$466K	1.95%	23
2025 Q2	$3.23M	Buy	44,145 +2,080	+5%	+$141K	2.43%	20
2025 Q1	$2.67M	Buy	42,065 +10,340	+33%	+$687K	2.11%	26
2024 Q4	$2.17M	Buy	+31,725	New	+$2.39M	1.98%	25

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

Elefante Mark B's CARR Position: Q1 2026 in Review

Elefante Mark B reduced its Carrier Global (CARR) stake by 8.9% in Q1 2026, selling an estimated $213K and leaving 37,077 shares worth $2.09M. The position accounts for 1.15% of the portfolio, ranked #30.

Elefante Mark B first reported a position in CARR in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.23M in Q2 2025. 1,488 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

Elefante Mark B held 37,077 shares of Carrier Global worth $2.09M as of Q1 2026.
Elefante Mark B sold 3,603 Carrier Global shares in Q1 2026, an estimated $213K.
Carrier Global made up 1.15% of Elefante Mark B's portfolio in Q1 2026, its #30 holding.
Elefante Mark B first reported a position in Carrier Global in Q4 2024 and has held it in 6 quarters since.
Elefante Mark B's Carrier Global position peaked at $3.23M in Q2 2025.
1,488 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Elefante Mark B's 13F filing for Q1 2026, filed 15 May 2026.