Evelyn Partners Investment Management’s Carrier Global CARR Stock Holding History

Evelyn Partners 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	$100K	Sell	1,775 -35,650	-95%	-$2.11M	﹤0.01%	247
2025 Q4	$1.98M	Sell	37,425 -1,390	-4%	-$77.3K	0.05%	105
2025 Q3	$2.32M	Buy	38,815 +5,025	+15%	+$341K	0.07%	102
2025 Q2	$2.47M	Sell	33,790 -1,320	-4%	-$89.6K	0.08%	98
2025 Q1	$2.23M	Buy	35,110 +3,335	+10%	+$222K	0.07%	97
2024 Q4	$2.17M	Buy	+31,775	New	+$2.4M	0.07%	96

Other funds holding CARR

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Evelyn Partners Investment Management's CARR Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its Carrier Global (CARR) stake by 95% in Q1 2026, selling an estimated $2.11M and leaving 1,775 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Evelyn Partners Investment Management first reported a position in CARR in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.47M in Q2 2025. 1,489 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

Evelyn Partners Investment Management held 1,775 shares of Carrier Global worth $100K as of Q1 2026.
Evelyn Partners Investment Management sold 35,650 Carrier Global shares in Q1 2026, an estimated $2.11M.
Carrier Global made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #247 holding.
Evelyn Partners Investment Management first reported a position in Carrier Global in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management's Carrier Global position peaked at $2.47M in Q2 2025.
1,489 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.