Family CFO’s Carrier Global CARR Stock Holding History

Family CFO’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	-186	Closed	-$9.83K	–	52
2025 Q4	$9.83K	Buy	+186	New	+$10.3K	﹤0.01%	70
2025 Q3	–	Sell	-186	Closed	-$13.6K	–	45
2025 Q2	$13.6K	Buy	+186	New	+$12.6K	0.01%	70
2025 Q1	–	Sell	-186	Closed	-$12.7K	–	71
2024 Q4	$12.7K	Buy	+186	New	+$14K	0.01%	64

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 $295B AUM 31.6% 1-Year Est. Return

Family CFO's CARR Position: Q1 2026 in Review

Family CFO sold out of Carrier Global (CARR) in Q1 2026, closing a stake of 186 shares — an estimated $9.83K sold.

Family CFO first reported a position in CARR in Q4 2024 and held it in 3 quarters. The position peaked at $13.6K in Q2 2025. 1,489 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

Family CFO reported no remaining Carrier Global position as of Q1 2026 after selling out during the quarter.
Family CFO sold 186 Carrier Global shares in Q1 2026, an estimated $9.83K.
Family CFO first reported a position in Carrier Global in Q4 2024 and held it in 3 quarters.
Family CFO's Carrier Global position peaked at $13.6K in Q2 2025.
1,489 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Family CFO's 13F filing for Q1 2026, filed 28 Apr 2026.