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Greenline Wealth Management’s Carrier Global CARR Stock Holding History

Greenline Wealth Management’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
-182
Closed -$9.6K – 166
2025
Q4 		$9.6K Buy
+182
New +$10.1K 0.01% 342

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
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

Greenline Wealth Management's CARR Position: Q1 2026 in Review

Greenline Wealth Management sold out of Carrier Global (CARR) in Q1 2026, closing a stake of 182 shares — an estimated $9.6K sold.

Greenline Wealth Management first reported a position in CARR in Q4 2025 and held it in 1 quarter. The position peaked at $9.6K in Q4 2025. 1,497 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Greenline Wealth Management reported no remaining Carrier Global position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 182 Carrier Global shares in Q1 2026, an estimated $9.6K.
  • Greenline Wealth Management first reported a position in Carrier Global in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's Carrier Global position peaked at $9.6K in Q4 2025.
  • 1,497 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.