Heritage Wealth Advisors’s Carrier Global CARR Stock Holding History

Heritage Wealth 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	$43.6K	Buy	774 +74	+11%	+$4.38K	﹤0.01%	349
2025 Q4	$37K	Hold	700	–	–	﹤0.01%	343
2025 Q3	$41.8K	Hold	700	–	–	﹤0.01%	313
2025 Q2	$51.2K	Hold	700	–	–	﹤0.01%	295
2025 Q1	$44.4K	Sell	700 -13	-2%	-$864	﹤0.01%	308
2024 Q4	$48.7K	Buy	713 +1	+0.1%	+$75	﹤0.01%	309
2024 Q3	$57.3K	Buy	712 +12	+2%	+$836	﹤0.01%	317
2024 Q2	$44.2K	Sell	700 -600	-46%	-$36.8K	﹤0.01%	317
2024 Q1	$75.6K	Hold	1,300	–	–	﹤0.01%	290
2023 Q4	$74.7K	Buy	1,300 +600	+86%	+$31.7K	﹤0.01%	296
2023 Q3	$38.6K	Hold	700	–	–	﹤0.01%	323
2023 Q2	$34.8K	Sell	700 -25	-3%	-$1.1K	﹤0.01%	360
2023 Q1	$33.2K	Hold	725	–	–	﹤0.01%	362
2022 Q4	$29.9K	Hold	725	–	–	﹤0.01%	375
2022 Q3	$25.8K	Hold	725	–	–	﹤0.01%	357
2022 Q2	$26K	Hold	725	–	–	﹤0.01%	395
2022 Q1	$33K	Hold	725	–	–	﹤0.01%	356
2021 Q4	$39K	Hold	725	–	–	﹤0.01%	348
2021 Q3	$37.5K	Hold	725	–	–	﹤0.01%	344
2021 Q2	$35.2K	Buy	725 +700	+2,800%	+$31.3K	﹤0.01%	354
2021 Q1	$1.06K	Buy	+25	New	+$972	﹤0.01%	533

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

Heritage Wealth Advisors's CARR Position: Q1 2026 in Review

Heritage Wealth Advisors increased its Carrier Global (CARR) stake by 11% in Q1 2026, buying an estimated $4.38K and bringing the position to 774 shares worth $43.6K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Heritage Wealth Advisors first reported a position in CARR in Q1 2021 and has held it in 21 quarters since. The position peaked at $75.6K in Q1 2024. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

Heritage Wealth Advisors held 774 shares of Carrier Global worth $43.6K as of Q1 2026.
Heritage Wealth Advisors bought 74 Carrier Global shares in Q1 2026, an estimated $4.38K.
Carrier Global made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #349 holding.
Heritage Wealth Advisors first reported a position in Carrier Global in Q1 2021 and has held it in 21 quarters since.
Heritage Wealth Advisors's Carrier Global position peaked at $75.6K in Q1 2024.
1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

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