EFSCE
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Enterprise Financial Services Corp (EFSC)’s Carrier Global CARR Stock Holding History

Enterprise Financial Services Corp (EFSC)’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 		$303K Sell
5,377
-95
-2% -$5.62K 0.15% 111
2025
Q4 		$289K Buy
5,472
+33
+0.6% +$1.83K 0.15% 111
2025
Q3 		$325K Sell
5,439
-1,362
-20% -$92.5K 0.17% 99
2025
Q2 		$498K Buy
6,801
+129
+2% +$8.75K 0.27% 76
2025
Q1 		$423K Sell
6,672
-99
-1% -$6.58K 0.25% 82
2024
Q4 		$462K Buy
6,771
+98
+1% +$7.39K 0.26% 80
2024
Q3 		$537K Sell
6,673
-225
-3% -$15.7K 0.31% 72
2024
Q2 		$435K Sell
6,898
-154
-2% -$9.46K 0.27% 78
2024
Q1 		$410K Buy
7,052
+35
+0.5% +$1.97K 0.25% 87
2023
Q4 		$403K Sell
7,017
-228
-3% -$12.1K 0.25% 89
2023
Q3 		$400K Buy
7,245
+10
+0.1% +$550 0.28% 78
2023
Q2 		$360K Sell
7,235
-10
-0.1% -$440 0.23% 87
2023
Q1 		$331K Buy
7,245
+6
+0.1% +$269 0.22% 96
2022
Q4 		$299K Sell
7,239
-6
-0.1% -$243 0.21% 108
2022
Q3 		$258K Sell
7,245
-2,194
-23% -$86.4K 0.19% 111
2022
Q2 		$337K Buy
9,439
+48
+0.5% +$1.88K 0.07% 189
2022
Q1 		$431K Sell
9,391
-248
-3% -$11.7K 0.07% 183
2021
Q4 		$522K Sell
9,639
-800
-8% -$43.2K 0.08% 177
2021
Q3 		$541K Buy
10,439
+1,094
+12% +$58.9K 0.07% 181
2021
Q2 		$454K Buy
9,345
+29
+0.3% +$1.3K 0.07% 150
2021
Q1 		$393K Buy
9,316
+35
+0.4% +$1.36K 0.07% 151
2020
Q4 		$351K Sell
9,281
-22
-0.2% -$796 0.07% 153
2020
Q3 		$283K Hold
9,303
– – 0.06% 167
2020
Q2 		$206K Buy
+9,303
New +$173K 0.04% 201

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

Enterprise Financial Services Corp (EFSC)'s CARR Position: Q1 2026 in Review

Enterprise Financial Services Corp (EFSC) reduced its Carrier Global (CARR) stake by 1.7% in Q1 2026, selling an estimated $5.62K and leaving 5,377 shares worth $303K. The position accounts for 0.15% of the portfolio, ranked #111.

Enterprise Financial Services Corp (EFSC) first reported a position in CARR in Q2 2020 and has held it in 24 quarters since. The position peaked at $541K in Q3 2021. 1,489 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Enterprise Financial Services Corp (EFSC) held 5,377 shares of Carrier Global worth $303K as of Q1 2026.
  • Enterprise Financial Services Corp (EFSC) sold 95 Carrier Global shares in Q1 2026, an estimated $5.62K.
  • Carrier Global made up 0.15% of Enterprise Financial Services Corp (EFSC)'s portfolio in Q1 2026, its #111 holding.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Carrier Global in Q2 2020 and has held it in 24 quarters since.
  • Enterprise Financial Services Corp (EFSC)'s Carrier Global position peaked at $541K in Q3 2021.
  • 1,489 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q1 2026, filed 5 May 2026.