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High Note Wealth’s Carrier Global CARR Stock Holding History

High Note Wealth’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 		$13.7K Buy
243
+76
+46% +$4.5K ﹤0.01% 326
2025
Q4 		$8.82K Sell
167
-1
-0.6% -$56 ﹤0.01% 361
2025
Q3 		$10K Buy
168
+7
+4% +$476 ﹤0.01% 313
2025
Q2 		$11.8K Sell
161
-2
-1% -$136 ﹤0.01% 284
2025
Q1 		$10.3K Hold
163
– – ﹤0.01% 289
2024
Q4 		$11.1K Buy
+163
New +$12.3K ﹤0.01% 283

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

High Note Wealth's CARR Position: Q1 2026 in Review

High Note Wealth increased its Carrier Global (CARR) stake by 46% in Q1 2026, buying an estimated $4.5K and bringing the position to 243 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

High Note Wealth first reported a position in CARR in Q4 2024 and has held it in 6 quarters since. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • High Note Wealth held 243 shares of Carrier Global worth $13.7K as of Q1 2026.
  • High Note Wealth bought 76 Carrier Global shares in Q1 2026, an estimated $4.5K.
  • Carrier Global made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #326 holding.
  • High Note Wealth first reported a position in Carrier Global in Q4 2024 and has held it in 6 quarters since.
  • 1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.