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Horizon Investments’s Carrier Global CARR Stock Holding History

Horizon Investments’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 		$1.04M Buy
18,556
+2,164
+13% +$128K 0.01% 642
2025
Q4 		$862K Buy
16,392
+412
+3% +$22.9K 0.01% 670
2025
Q3 		$950K Sell
15,980
-1,104
-6% -$75K 0.01% 633
2025
Q2 		$1.25M Buy
17,084
+2,017
+13% +$137K 0.02% 513
2025
Q1 		$952K Buy
15,067
+126
+0.8% +$8.37K 0.03% 280
2024
Q4 		$1.02M Sell
14,941
-9,868
-40% -$744K 0.03% 266
2024
Q3 		$1.99M Buy
24,809
+10,097
+69% +$703K 0.05% 176
2024
Q2 		$928K Buy
14,712
+124
+0.9% +$7.61K 0.03% 270
2024
Q1 		$845K Sell
14,588
-17
-0.1% -$955 0.02% 271
2023
Q4 		$839K Buy
14,605
+1,683
+13% +$89.1K 0.02% 257
2023
Q3 		$710K Buy
12,922
+781
+6% +$43K 0.02% 218
2023
Q2 		$604K Sell
12,141
-1,818
-13% -$80K 0.02% 252
2023
Q1 		$636K Sell
13,959
-1,002
-7% -$44.8K 0.02% 240
2022
Q4 		$617K Buy
14,961
+5,464
+58% +$222K 0.02% 322
2022
Q3 		$336K Buy
9,497
+835
+10% +$32.9K 0.01% 383
2022
Q2 		$309K Sell
8,662
-70
-0.8% -$2.75K 0.01% 366
2022
Q1 		$399K Buy
8,732
+858
+11% +$40.4K 0.01% 394
2021
Q4 		$427K Sell
7,874
-8,809
-53% -$475K 0.01% 355
2021
Q3 		$862K Buy
16,683
+11,436
+218% +$615K 0.02% 227
2021
Q2 		$255K Buy
5,247
+133
+3% +$5.94K 0.01% 417
2021
Q1 		$216K Sell
5,114
-1,498
-23% -$58.2K 0.01% 413
2020
Q4 		$249K Buy
+6,612
New +$239K 0.28% 79

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $336B AUM 34.66% 1-Year Est. Return

Horizon Investments's CARR Position: Q1 2026 in Review

Horizon Investments increased its Carrier Global (CARR) stake by 13% in Q1 2026, buying an estimated $128K and bringing the position to 18,556 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #642.

Horizon Investments first reported a position in CARR in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.99M in Q3 2024. 1,492 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Horizon Investments held 18,556 shares of Carrier Global worth $1.04M as of Q1 2026.
  • Horizon Investments bought 2,164 Carrier Global shares in Q1 2026, an estimated $128K.
  • Carrier Global made up 0.01% of Horizon Investments's portfolio in Q1 2026, its #642 holding.
  • Horizon Investments first reported a position in Carrier Global in Q4 2020 and has held it in 22 quarters since.
  • Horizon Investments's Carrier Global position peaked at $1.99M in Q3 2024.
  • 1,492 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.