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Essex Investment Management’s Carrier Global CARR Stock Holding History

Essex Investment Management’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 		$1.15M Buy
20,458
+6,161
+43% +$365K 0.18% 136
2025
Q4 		$755K Buy
+14,297
New +$795K 0.12% 157
2021
Q4 		– Sell
-200
Closed -$10K – 409
2021
Q3 		$10K Hold
200
– – ﹤0.01% 395
2021
Q2 		$10K Hold
200
– – ﹤0.01% 397
2021
Q1 		$8K Hold
200
– – ﹤0.01% 425
2020
Q4 		$8K Hold
200
– – ﹤0.01% 446
2020
Q3 		$6K Buy
+200
New +$5.66K ﹤0.01% 451

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $336B AUM 34.66% 1-Year Est. Return

Essex Investment Management's CARR Position: Q1 2026 in Review

Essex Investment Management increased its Carrier Global (CARR) stake by 43% in Q1 2026, buying an estimated $365K and bringing the position to 20,458 shares worth $1.15M. The position accounts for 0.18% of the portfolio, ranked #136.

Essex Investment Management first reported a position in CARR in Q3 2020 and has held it in 7 quarters since. 1,492 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Essex Investment Management held 20,458 shares of Carrier Global worth $1.15M as of Q1 2026.
  • Essex Investment Management bought 6,161 Carrier Global shares in Q1 2026, an estimated $365K.
  • Carrier Global made up 0.18% of Essex Investment Management's portfolio in Q1 2026, its #136 holding.
  • Essex Investment Management first reported a position in Carrier Global in Q3 2020 and has held it in 7 quarters since.
  • 1,492 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.