Empower Advisory Group
CARR icon

Empower Advisory Group’s Carrier Global CARR Stock Holding History

Empower Advisory Group’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 		$319K Buy
5,659
+1,486
+36% +$88K ﹤0.01% 399
2025
Q4 		$221K Sell
4,173
-726
-15% -$40.4K ﹤0.01% 465
2025
Q3 		$292K Buy
+4,899
New +$333K ﹤0.01% 436
2025
Q1 		– Sell
-2,962
Closed -$202K – 500
2024
Q4 		$202K Buy
2,962
+177
+6% +$13.4K ﹤0.01% 489
2024
Q3 		$224K Buy
+2,785
New +$194K ﹤0.01% 459

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

Empower Advisory Group's CARR Position: Q1 2026 in Review

Empower Advisory Group increased its Carrier Global (CARR) stake by 36% in Q1 2026, buying an estimated $88K and bringing the position to 5,659 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Empower Advisory Group first reported a position in CARR in Q3 2024 and has held it in 5 quarters since. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Empower Advisory Group held 5,659 shares of Carrier Global worth $319K as of Q1 2026.
  • Empower Advisory Group bought 1,486 Carrier Global shares in Q1 2026, an estimated $88K.
  • Carrier Global made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #399 holding.
  • Empower Advisory Group first reported a position in Carrier Global in Q3 2024 and has held it in 5 quarters since.
  • 1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.