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HFM Investment Advisors’s Carrier Global CARR Stock Holding History

HFM Investment 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 		$845 Buy
15
+5
+50% +$296 ﹤0.01% 470
2025
Q4 		$529 Sell
10
-2
-17% -$111 ﹤0.01% 701
2025
Q3 		$716 Sell
12
-7
-37% -$476 ﹤0.01% 502
2025
Q2 		$1.39K Buy
19
+13
+217% +$882 ﹤0.01% 258
2025
Q1 		$381 Buy
+6
New +$399 ﹤0.01% 373

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

HFM Investment Advisors's CARR Position: Q1 2026 in Review

HFM Investment Advisors increased its Carrier Global (CARR) stake by 50% in Q1 2026, buying an estimated $296 and bringing the position to 15 shares worth $845. The position accounts for ﹤0.01% of the portfolio, ranked #470.

HFM Investment Advisors first reported a position in CARR in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.39K in Q2 2025. 1,488 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • HFM Investment Advisors held 15 shares of Carrier Global worth $845 as of Q1 2026.
  • HFM Investment Advisors bought 5 Carrier Global shares in Q1 2026, an estimated $296.
  • Carrier Global made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #470 holding.
  • HFM Investment Advisors first reported a position in Carrier Global in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's Carrier Global position peaked at $1.39K in Q2 2025.
  • 1,488 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.