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Garton & Associates Financial Advisors’s Carrier Global CARR Stock Holding History

Garton & Associates Financial 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 		– Sell
-620
Closed -$32.8K – 213
2025
Q4 		$32.8K Buy
+620
New +$34.5K 0.02% 481

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Vanguard Portfolio Management
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
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Dodge & Cox
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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Garton & Associates Financial Advisors's CARR Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Carrier Global (CARR) in Q1 2026, closing a stake of 620 shares — an estimated $32.8K sold.

Garton & Associates Financial Advisors first reported a position in CARR in Q4 2025 and held it in 1 quarter. The position peaked at $32.8K in Q4 2025. 1,495 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Carrier Global position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 620 Carrier Global shares in Q1 2026, an estimated $32.8K.
  • Garton & Associates Financial Advisors first reported a position in Carrier Global in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Carrier Global position peaked at $32.8K in Q4 2025.
  • 1,495 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.