Estate Planners Group’s Carrier Global CARR Stock Holding History

Estate Planners 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	–	Sell	-100	Closed	-$5.28K	–	120
2025 Q4	$5.28K	Buy	+100	New	+$5.56K	﹤0.01%	331

Other funds holding CARR

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Estate Planners Group's CARR Position: Q1 2026 in Review

Estate Planners Group sold out of Carrier Global (CARR) in Q1 2026, closing a stake of 100 shares — an estimated $5.28K sold.

Estate Planners Group first reported a position in CARR in Q4 2025 and held it in 1 quarter. The position peaked at $5.28K in Q4 2025. 1,494 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

Estate Planners Group reported no remaining Carrier Global position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 100 Carrier Global shares in Q1 2026, an estimated $5.28K.
Estate Planners Group first reported a position in Carrier Global in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Carrier Global position peaked at $5.28K in Q4 2025.
1,494 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.