EWA
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EverSource Wealth Advisors’s Carrier Global CARR Stock Holding History

EverSource 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 		$477K Buy
8,471
+2,157
+34% +$128K 0.01% 622
2025
Q4 		$334K Buy
6,314
+636
+11% +$35.4K 0.01% 713
2025
Q3 		$339K Sell
5,678
-860
-13% -$58.4K 0.01% 670
2025
Q2 		$478K Buy
6,538
+1,568
+32% +$106K 0.02% 471
2025
Q1 		$315K Sell
4,970
-961
-16% -$63.9K 0.02% 508
2024
Q4 		$405K Buy
5,931
+725
+14% +$54.7K 0.02% 418
2024
Q3 		$419K Buy
5,206
+216
+4% +$15K 0.03% 368
2024
Q2 		$340K Buy
4,990
+533
+12% +$32.7K 0.02% 409
2024
Q1 		$274K Sell
4,457
-986
-18% -$55.4K 0.02% 403
2023
Q4 		$313K Buy
5,443
+36
+0.7% +$1.91K 0.03% 331
2023
Q3 		$298K Buy
5,407
+573
+12% +$31.5K 0.03% 307
2023
Q2 		$240K Buy
4,834
+2,143
+80% +$94.3K 0.03% 360
2023
Q1 		$123K Buy
2,691
+73
+3% +$3.27K 0.02% 478
2022
Q4 		$108K Sell
2,618
-205
-7% -$8.32K 0.02% 485
2022
Q3 		$101K Sell
2,823
-314
-10% -$12.4K 0.02% 432
2022
Q2 		$111K Buy
3,137
+1,133
+57% +$44.5K 0.03% 349
2022
Q1 		$92K Buy
2,004
+1,493
+292% +$70.3K 0.02% 346
2021
Q4 		$28K Buy
+511
New +$27.6K 0.01% 554

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

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

EverSource Wealth Advisors increased its Carrier Global (CARR) stake by 34% in Q1 2026, buying an estimated $128K and bringing the position to 8,471 shares worth $477K. The position accounts for 0.01% of the portfolio, ranked #622.

EverSource Wealth Advisors first reported a position in CARR in Q4 2021 and has held it in 18 quarters since. The position peaked at $478K in Q2 2025. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • EverSource Wealth Advisors held 8,471 shares of Carrier Global worth $477K as of Q1 2026.
  • EverSource Wealth Advisors bought 2,157 Carrier Global shares in Q1 2026, an estimated $128K.
  • Carrier Global made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #622 holding.
  • EverSource Wealth Advisors first reported a position in Carrier Global in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Carrier Global position peaked at $478K in Q2 2025.
  • 1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.