Interchange Capital Partners’s Carrier Global CARR Stock Holding History

Interchange Capital Partners’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	$321K	Sell	5,066 -83	-2%	-$4.91K	0.1%	193
2025 Q4	$272K	Sell	5,149 -159	-3%	-$8.84K	0.05%	329
2025 Q3	$317K	Sell	5,308 -8	-0.2%	-$543	0.06%	253
2025 Q2	$389K	Buy	5,316 +78	+1%	+$5.29K	0.09%	180
2025 Q1	$332K	Buy	5,238 +45	+0.9%	+$2.99K	0.09%	188
2024 Q4	$354K	Sell	5,193 -36	-0.7%	-$2.71K	0.13%	169
2024 Q3	$421K	Hold	5,229	–	–	0.15%	161
2024 Q2	$330K	Buy	+5,229	New	+$321K	0.12%	179
2021 Q1	–	Sell	-1,500	Closed	-$56K	–	355
2020 Q4	$56K	Buy	+1,500	New	+$54.3K	0.03%	386

Other funds holding CARR

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Interchange Capital Partners's CARR Position: Q1 2026 in Review

Interchange Capital Partners reduced its Carrier Global (CARR) stake by 1.6% in Q1 2026, selling an estimated $4.91K and leaving 5,066 shares worth $321K. The position accounts for 0.1% of the portfolio, ranked #193.

Interchange Capital Partners first reported a position in CARR in Q4 2020 and has held it in 9 quarters since. The position peaked at $421K in Q3 2024. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

Interchange Capital Partners held 5,066 shares of Carrier Global worth $321K as of Q1 2026.
Interchange Capital Partners sold 83 Carrier Global shares in Q1 2026, an estimated $4.91K.
Carrier Global made up 0.1% of Interchange Capital Partners's portfolio in Q1 2026, its #193 holding.
Interchange Capital Partners first reported a position in Carrier Global in Q4 2020 and has held it in 9 quarters since.
Interchange Capital Partners's Carrier Global position peaked at $421K in Q3 2024.
1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.