Frank Rimerman Advisors’s Carrier Global CARR Stock Holding History

Frank Rimerman 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	$341K	Buy	6,051 +151	+3%	+$8.94K	0.02%	464
2025 Q4	$312K	Buy	5,900 +68	+1%	+$3.78K	0.02%	496
2025 Q3	$348K	Sell	5,832 -79	-1%	-$5.37K	0.02%	452
2025 Q2	$433K	Sell	5,911 -1,216	-17%	-$82.5K	0.03%	377
2025 Q1	$452K	Buy	7,127 +346	+5%	+$23K	0.04%	332
2024 Q4	$463K	Sell	6,781 -1,699	-20%	-$128K	0.03%	324
2024 Q3	$683K	Sell	8,480 -5,222	-38%	-$364K	0.05%	278
2024 Q2	$864K	Buy	13,702 +13,677	+54,708%	+$840K	0.06%	241
2024 Q1	$1.45K	Hold	25	–	–	﹤0.01%	299
2023 Q4	$1.44K	Buy	+25	New	+$1.32K	﹤0.01%	283

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

Frank Rimerman Advisors's CARR Position: Q1 2026 in Review

Frank Rimerman Advisors increased its Carrier Global (CARR) stake by 2.6% in Q1 2026, buying an estimated $8.94K and bringing the position to 6,051 shares worth $341K. The position accounts for 0.02% of the portfolio, ranked #464.

Frank Rimerman Advisors first reported a position in CARR in Q4 2023 and has held it in 10 quarters since. The position peaked at $864K in Q2 2024. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

Frank Rimerman Advisors held 6,051 shares of Carrier Global worth $341K as of Q1 2026.
Frank Rimerman Advisors bought 151 Carrier Global shares in Q1 2026, an estimated $8.94K.
Carrier Global made up 0.02% of Frank Rimerman Advisors's portfolio in Q1 2026, its #464 holding.
Frank Rimerman Advisors first reported a position in Carrier Global in Q4 2023 and has held it in 10 quarters since.
Frank Rimerman Advisors's Carrier Global position peaked at $864K in Q2 2024.
1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.