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ICW Investment Advisors’s Carrier Global CARR Stock Holding History

ICW 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 		$1.07M Buy
18,996
+2,524
+15% +$149K 0.39% 86
2025
Q4 		$870K Sell
16,472
-546
-3% -$30.4K 0.32% 95
2025
Q3 		$1.02M Buy
17,018
+1,112
+7% +$75.5K 0.37% 96
2025
Q2 		$1.16M Buy
15,906
+396
+3% +$26.9K 0.46% 85
2025
Q1 		$983K Buy
15,510
+119
+0.8% +$7.91K 0.4% 90
2024
Q4 		$1.05M Buy
15,391
+15
+0.1% +$1.13K 0.44% 88
2024
Q3 		$1.24M Buy
15,376
+343
+2% +$23.9K 0.52% 83
2024
Q2 		$948K Sell
15,033
-245
-2% -$15K 0.43% 90
2024
Q1 		$888K Buy
15,278
+550
+4% +$30.9K 0.39% 91
2023
Q4 		$846K Buy
14,728
+297
+2% +$15.7K 0.41% 89
2023
Q3 		$797K Buy
14,431
+642
+5% +$35.3K 0.43% 90
2023
Q2 		$685K Buy
13,789
+915
+7% +$40.3K 0.37% 92
2023
Q1 		$589K Buy
12,874
+752
+6% +$33.7K 0.33% 98
2022
Q4 		$500K Buy
12,122
+156
+1% +$6.33K 0.3% 101
2022
Q3 		$425K Buy
11,966
+213
+2% +$8.39K 0.29% 103
2022
Q2 		$419K Buy
11,753
+361
+3% +$14.2K 0.27% 104
2022
Q1 		$523K Buy
11,392
+496
+5% +$23.4K 0.3% 102
2021
Q4 		$591K Buy
10,896
+1,075
+11% +$58K 0.33% 99
2021
Q3 		$508K Buy
9,821
+1,327
+16% +$71.4K 0.33% 96
2021
Q2 		$413K Buy
8,494
+450
+6% +$20.1K 0.27% 110
2021
Q1 		$340K Buy
8,044
+262
+3% +$10.2K 0.23% 115
2020
Q4 		$294K Buy
+7,782
New +$282K 0.21% 116

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

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

ICW Investment Advisors increased its Carrier Global (CARR) stake by 15% in Q1 2026, buying an estimated $149K and bringing the position to 18,996 shares worth $1.07M. The position accounts for 0.39% of the portfolio, ranked #86.

ICW Investment Advisors first reported a position in CARR in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.24M in Q3 2024. 1,489 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • ICW Investment Advisors held 18,996 shares of Carrier Global worth $1.07M as of Q1 2026.
  • ICW Investment Advisors bought 2,524 Carrier Global shares in Q1 2026, an estimated $149K.
  • Carrier Global made up 0.39% of ICW Investment Advisors's portfolio in Q1 2026, its #86 holding.
  • ICW Investment Advisors first reported a position in Carrier Global in Q4 2020 and has held it in 22 quarters since.
  • ICW Investment Advisors's Carrier Global position peaked at $1.24M in Q3 2024.
  • 1,489 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on ICW Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.