Focus Partners Wealth
CARR icon

Focus Partners Wealth’s Carrier Global CARR Stock Holding History

Focus Partners Wealth’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 		$110M Buy
1,947,389
+1,808,485
+1,302% +$107M 0.12% 172
2025
Q4 		$7.38M Sell
138,904
-437
-0.3% -$24.3K 0.01% 806
2025
Q3 		$8.31M Buy
139,341
+23,964
+21% +$1.63M 0.01% 609
2025
Q2 		$8.44M Buy
115,377
+6,594
+6% +$447K 0.02% 538
2025
Q1 		$6.9M Sell
108,783
-1,863
-2% -$124K 0.02% 547
2024
Q4 		$7.55M Buy
110,646
+23,947
+28% +$1.81M 0.02% 525
2024
Q3 		$6.98M Buy
86,699
+45,391
+110% +$3.16M 0.02% 481
2024
Q2 		$2.61M Buy
41,308
+7,693
+23% +$472K 0.01% 611
2024
Q1 		$1.95M Buy
33,615
+14,039
+72% +$789K 0.02% 488
2023
Q4 		$1.13M Buy
+19,576
New +$1.04M 0.01% 432

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

Focus Partners Wealth's CARR Position: Q1 2026 in Review

Focus Partners Wealth increased its Carrier Global (CARR) stake by 1,302% in Q1 2026, buying an estimated $107M and bringing the position to 1,947,389 shares worth $110M. The position accounts for 0.12% of the portfolio, ranked #172.

Focus Partners Wealth first reported a position in CARR in Q4 2023 and has held it in 10 quarters since. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Focus Partners Wealth held 1,947,389 shares of Carrier Global worth $110M as of Q1 2026.
  • Focus Partners Wealth bought 1,808,485 Carrier Global shares in Q1 2026, an estimated $107M.
  • Carrier Global made up 0.12% of Focus Partners Wealth's portfolio in Q1 2026, its #172 holding.
  • Focus Partners Wealth first reported a position in Carrier Global in Q4 2023 and has held it in 10 quarters since.
  • 1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.