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HORAN Wealth’s Carrier Global CARR Stock Holding History

HORAN 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 		$306K Buy
5,771
+200
+4% +$11.8K 0.03% 160
2025
Q4 		$294K Buy
5,571
+4
+0.1% +$222 0.05% 143
2025
Q3 		$332K Buy
+5,567
New +$378K 0.05% 151

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

HORAN Wealth's CARR Position: Q1 2026 in Review

HORAN Wealth increased its Carrier Global (CARR) stake by 3.6% in Q1 2026, buying an estimated $11.8K and bringing the position to 5,771 shares worth $306K. The position accounts for 0.03% of the portfolio, ranked #160.

HORAN Wealth first reported a position in CARR in Q3 2025 and has held it in 3 quarters since. The position peaked at $332K in Q3 2025. 1,489 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • HORAN Wealth held 5,771 shares of Carrier Global worth $306K as of Q1 2026.
  • HORAN Wealth bought 200 Carrier Global shares in Q1 2026, an estimated $11.8K.
  • Carrier Global made up 0.03% of HORAN Wealth's portfolio in Q1 2026, its #160 holding.
  • HORAN Wealth first reported a position in Carrier Global in Q3 2025 and has held it in 3 quarters since.
  • HORAN Wealth's Carrier Global position peaked at $332K in Q3 2025.
  • 1,489 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on HORAN Wealth's 13F filing for Q1 2026, filed 8 May 2026.