FC
CARR icon

Financial Consulate’s Carrier Global CARR Stock Holding History

Financial Consulate’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 		$135K Sell
2,402
-547
-19% -$32.4K 0.02% 183
2025
Q4 		$156K Sell
2,949
-86
-3% -$4.78K 0.02% 187
2025
Q3 		$181K Buy
+3,035
New +$206K 0.03% 168

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

Financial Consulate's CARR Position: Q1 2026 in Review

Financial Consulate reduced its Carrier Global (CARR) stake by 19% in Q1 2026, selling an estimated $32.4K and leaving 2,402 shares worth $135K. The position accounts for 0.02% of the portfolio, ranked #183.

Financial Consulate first reported a position in CARR in Q3 2025 and has held it in 3 quarters since. The position peaked at $181K in Q3 2025. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Financial Consulate held 2,402 shares of Carrier Global worth $135K as of Q1 2026.
  • Financial Consulate sold 547 Carrier Global shares in Q1 2026, an estimated $32.4K.
  • Carrier Global made up 0.02% of Financial Consulate's portfolio in Q1 2026, its #183 holding.
  • Financial Consulate first reported a position in Carrier Global in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's Carrier Global position peaked at $181K in Q3 2025.
  • 1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.