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GSB Wealth Management’s Carrier Global CARR Stock Holding History

GSB 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 		$294K Buy
5,222
+358
+7% +$21.2K 0.07% 185
2025
Q4 		$257K Buy
4,864
+9
+0.2% +$500 0.06% 194
2025
Q3 		$290K Sell
4,855
-27
-0.6% -$1.83K 0.07% 188
2025
Q2 		$357K Buy
4,882
+8
+0.2% +$543 0.09% 171
2025
Q1 		$309K Buy
4,874
+47
+1% +$3.12K 0.08% 164
2024
Q4 		$330K Buy
4,827
+2
+0% +$151 0.09% 171
2024
Q3 		$388K Buy
4,825
+2
+0% +$139 0.1% 156
2024
Q2 		$304K Buy
4,823
+3
+0.1% +$184 0.08% 176
2024
Q1 		$280K Buy
4,820
+494
+11% +$27.8K 0.08% 185
2023
Q4 		$249K Buy
4,326
+3
+0.1% +$159 0.08% 185
2023
Q3 		$239K Buy
4,323
+3
+0.1% +$165 0.08% 181
2023
Q2 		$215K Buy
+4,320
New +$190K 0.07% 197
2022
Q2 		– Sell
-4,634
Closed -$213K – 202
2022
Q1 		$213K Sell
4,634
-140
-3% -$6.59K 0.06% 213
2021
Q4 		$259K Buy
+4,774
New +$258K 0.07% 200
2021
Q3 		– Sell
-5,039
Closed -$245K – 162
2021
Q2 		$245K Buy
5,039
+6
+0.1% +$268 0.08% 199
2021
Q1 		$212K Buy
+5,033
New +$196K 0.07% 199

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

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

GSB Wealth Management increased its Carrier Global (CARR) stake by 7.4% in Q1 2026, buying an estimated $21.2K and bringing the position to 5,222 shares worth $294K. The position accounts for 0.07% of the portfolio, ranked #185.

GSB Wealth Management first reported a position in CARR in Q1 2021 and has held it in 16 quarters since. The position peaked at $388K in Q3 2024. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • GSB Wealth Management held 5,222 shares of Carrier Global worth $294K as of Q1 2026.
  • GSB Wealth Management bought 358 Carrier Global shares in Q1 2026, an estimated $21.2K.
  • Carrier Global made up 0.07% of GSB Wealth Management's portfolio in Q1 2026, its #185 holding.
  • GSB Wealth Management first reported a position in Carrier Global in Q1 2021 and has held it in 16 quarters since.
  • GSB Wealth Management's Carrier Global position peaked at $388K in Q3 2024.
  • 1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on GSB Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.