EH
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Equitable Holdings’s Carrier Global CARR Stock Holding History

Equitable Holdings’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 		$843K Buy
15,338
+9,859
+180% +$584K 0.01% 1039
2025
Q4 		$290K Sell
5,479
-1,366
-20% -$75.9K ﹤0.01% 1346
2025
Q3 		$409K Buy
6,845
+1,516
+28% +$103K ﹤0.01% 1147
2025
Q2 		$390K Sell
5,329
-449
-8% -$30.5K ﹤0.01% 1091
2025
Q1 		$366K Buy
5,778
+394
+7% +$26.2K ﹤0.01% 1024
2024
Q4 		$368K Buy
5,384
+20
+0.4% +$1.51K ﹤0.01% 970
2024
Q3 		$432K Buy
5,364
+1,229
+30% +$85.6K ﹤0.01% 918
2024
Q2 		$261K Buy
4,135
+187
+5% +$11.5K ﹤0.01% 1036
2024
Q1 		$229K Sell
3,948
-466
-11% -$26.2K ﹤0.01% 1045
2023
Q4 		$254K Sell
4,414
-373
-8% -$19.7K ﹤0.01% 988
2023
Q3 		$264K Sell
4,787
-286
-6% -$15.7K ﹤0.01% 908
2023
Q2 		$252K Buy
5,073
+336
+7% +$14.8K ﹤0.01% 914
2023
Q1 		$217K Buy
+4,737
New +$212K ﹤0.01% 897
2021
Q4 		– Sell
-3,994
Closed -$207K – 857
2021
Q3 		$207K Sell
3,994
-1,903
-32% -$102K ﹤0.01% 796
2021
Q2 		$287K Sell
5,897
-5,080
-46% -$227K ﹤0.01% 681
2021
Q1 		$463K Buy
+10,977
New +$427K 0.01% 524

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

Equitable Holdings's CARR Position: Q1 2026 in Review

Equitable Holdings increased its Carrier Global (CARR) stake by 180% in Q1 2026, buying an estimated $584K and bringing the position to 15,338 shares worth $843K. The position accounts for 0.01% of the portfolio, ranked #1039.

Equitable Holdings first reported a position in CARR in Q1 2021 and has held it in 16 quarters since. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Equitable Holdings held 15,338 shares of Carrier Global worth $843K as of Q1 2026.
  • Equitable Holdings bought 9,859 Carrier Global shares in Q1 2026, an estimated $584K.
  • Carrier Global made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #1039 holding.
  • Equitable Holdings first reported a position in Carrier Global in Q1 2021 and has held it in 16 quarters since.
  • 1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.