EF
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Empirical Finance’s Carrier Global CARR Stock Holding History

Empirical Finance’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 		$1.59M Sell
28,161
-70
-0.2% -$4.14K 0.07% 222
2025
Q4 		$1.49M Sell
28,231
-1,252
-4% -$69.6K 0.07% 220
2025
Q3 		$1.76M Buy
29,483
+256
+0.9% +$17.4K 0.08% 211
2025
Q2 		$2.14M Buy
29,227
+168
+0.6% +$11.4K 0.11% 172
2025
Q1 		$1.84M Buy
29,059
+583
+2% +$38.7K 0.11% 173
2024
Q4 		$1.94M Sell
28,476
-353
-1% -$26.6K 0.11% 162
2024
Q3 		$2.32M Buy
28,829
+643
+2% +$44.8K 0.14% 143
2024
Q2 		$1.78M Sell
28,186
-2,009
-7% -$123K 0.11% 162
2024
Q1 		$1.76M Buy
30,195
+1,009
+3% +$56.7K 0.11% 175
2023
Q4 		$1.68M Buy
29,186
+218
+0.8% +$11.5K 0.12% 166
2023
Q3 		$1.6M Buy
28,968
+2,969
+11% +$163K 0.12% 157
2023
Q2 		$1.29M Buy
25,999
+2,902
+13% +$128K 0.1% 188
2023
Q1 		$1.06M Buy
23,097
+1,073
+5% +$48K 0.1% 196
2022
Q4 		$908K Buy
22,024
+1,800
+9% +$73K 0.09% 221
2022
Q3 		$719K Buy
20,224
+3,389
+20% +$133K 0.09% 227
2022
Q2 		$600K Buy
16,835
+869
+5% +$34.1K 0.08% 240
2022
Q1 		$732K Buy
15,966
+1,842
+13% +$86.7K 0.08% 230
2021
Q4 		$766K Buy
14,124
+4,048
+40% +$218K 0.09% 201
2021
Q3 		$522K Buy
10,076
+596
+6% +$32.1K 0.08% 256
2021
Q2 		$461K Buy
9,480
+1,403
+17% +$62.7K 0.08% 258
2021
Q1 		$305K Hold
8,077
– – 0.05% 259
2020
Q4 		$305K Buy
8,077
+1,463
+22% +$53K 0.05% 259
2020
Q3 		$202K Buy
+6,614
New +$187K 0.04% 283

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Empirical Finance's CARR Position: Q1 2026 in Review

Empirical Finance reduced its Carrier Global (CARR) stake by 0.25% in Q1 2026, selling an estimated $4.14K and leaving 28,161 shares worth $1.59M. The position accounts for 0.07% of the portfolio, ranked #222.

Empirical Finance first reported a position in CARR in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.32M in Q3 2024. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Empirical Finance held 28,161 shares of Carrier Global worth $1.59M as of Q1 2026.
  • Empirical Finance sold 70 Carrier Global shares in Q1 2026, an estimated $4.14K.
  • Carrier Global made up 0.07% of Empirical Finance's portfolio in Q1 2026, its #222 holding.
  • Empirical Finance first reported a position in Carrier Global in Q3 2020 and has held it in 23 quarters since.
  • Empirical Finance's Carrier Global position peaked at $2.32M in Q3 2024.
  • 1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Empirical Finance's 13F filing for Q1 2026, filed 14 May 2026.