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IMG Wealth Management’s Carrier Global CARR Stock Holding History

IMG Wealth Management’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 		– Sell
-127
Closed -$6.71K – 526
2025
Q4 		$6.71K Hold
127
– – ﹤0.01% 383
2025
Q3 		$7.58K Hold
127
– – 0.01% 304
2025
Q2 		$9.29K Buy
+127
New +$8.62K 0.01% 275

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

IMG Wealth Management's CARR Position: Q1 2026 in Review

IMG Wealth Management sold out of Carrier Global (CARR) in Q1 2026, closing a stake of 127 shares — an estimated $6.71K sold.

IMG Wealth Management first reported a position in CARR in Q2 2025 and held it in 3 quarters. The position peaked at $9.29K in Q2 2025. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • IMG Wealth Management reported no remaining Carrier Global position as of Q1 2026 after selling out during the quarter.
  • IMG Wealth Management sold 127 Carrier Global shares in Q1 2026, an estimated $6.71K.
  • IMG Wealth Management first reported a position in Carrier Global in Q2 2025 and held it in 3 quarters.
  • IMG Wealth Management's Carrier Global position peaked at $9.29K in Q2 2025.
  • 1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.