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EQ Wealth Advisors’s Carrier Global CARR Stock Holding History

EQ Wealth 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 		– Sell
-272
Closed -$14.4K – 70
2025
Q4 		$14.4K Buy
+272
New +$15.1K 0.01% 140
2025
Q3 		– Sell
-272
Closed -$19.9K – 71
2025
Q2 		$19.9K Hold
272
– – 0.01% 112
2025
Q1 		$17.2K Buy
+272
New +$18.1K 0.01% 120

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

EQ Wealth Advisors's CARR Position: Q1 2026 in Review

EQ Wealth Advisors sold out of Carrier Global (CARR) in Q1 2026, closing a stake of 272 shares — an estimated $14.4K sold.

EQ Wealth Advisors first reported a position in CARR in Q1 2025 and held it in 3 quarters. The position peaked at $19.9K in Q2 2025. 1,497 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • EQ Wealth Advisors reported no remaining Carrier Global position as of Q1 2026 after selling out during the quarter.
  • EQ Wealth Advisors sold 272 Carrier Global shares in Q1 2026, an estimated $14.4K.
  • EQ Wealth Advisors first reported a position in Carrier Global in Q1 2025 and held it in 3 quarters.
  • EQ Wealth Advisors's Carrier Global position peaked at $19.9K in Q2 2025.
  • 1,497 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on EQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.