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Iron Gate Global Advisors’s Carrier Global CARR Stock Holding History

Iron Gate Global 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 		$744K Hold
13,211
– – 0.08% 48
2025
Q4 		$698K Hold
13,211
– – 0.07% 50
2025
Q3 		$787K Buy
+13,211
New +$898K 0.08% 49
2025
Q2 		– Sell
-13,407
Closed -$850K – 86
2025
Q1 		$850K Sell
13,407
-94
-0.7% -$6.25K 0.12% 43
2024
Q4 		$927K Buy
+13,501
New +$1.02M 0.13% 44
2024
Q3 		– Sell
-13,701
Closed -$854K – 93
2024
Q2 		$854K Sell
13,701
-20
-0.1% -$1.23K 0.14% 44
2024
Q1 		$798K Buy
13,721
+11
+0.1% +$618 0.14% 47
2023
Q4 		$788K Sell
13,710
-22
-0.2% -$1.16K 0.16% 45
2023
Q3 		$752K Hold
13,732
– – 0.17% 45
2023
Q2 		$687K Sell
13,732
-17
-0.1% -$748 0.15% 49
2023
Q1 		$629K Sell
13,749
-27
-0.2% -$1.21K 0.16% 48
2022
Q4 		$634K Sell
13,776
-209
-1% -$8.48K 0.17% 46
2022
Q3 		$499K Hold
13,985
– – 0.14% 49
2022
Q2 		$498K Hold
13,985
– – 0.14% 52
2022
Q1 		$641K Sell
13,985
-116
-0.8% -$5.46K 0.15% 48
2021
Q4 		$757K Sell
14,101
-100
-0.7% -$5.4K 0.18% 47
2021
Q3 		$732K Sell
14,201
-185
-1% -$9.96K 0.2% 48
2021
Q2 		$699K Sell
14,386
-453
-3% -$20.2K 0.2% 47
2021
Q1 		$626K Sell
14,839
-551
-4% -$21.4K 0.2% 47
2020
Q4 		$580K Sell
15,390
-307
-2% -$11.1K 0.21% 46
2020
Q3 		$482K Buy
15,697
+472
+3% +$13.4K 0.2% 52
2020
Q2 		$346K Buy
+15,225
New +$283K 0.17% 57

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

Iron Gate Global Advisors's CARR Position: Q1 2026 in Review

Iron Gate Global Advisors held its Carrier Global (CARR) position steady in Q1 2026 at 13,211 shares worth $744K. The position accounts for 0.08% of the portfolio, ranked #48.

Iron Gate Global Advisors first reported a position in CARR in Q2 2020 and has held it in 22 quarters since. The position peaked at $927K in Q4 2024. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Iron Gate Global Advisors held 13,211 shares of Carrier Global worth $744K as of Q1 2026.
  • Iron Gate Global Advisors left its Carrier Global share count unchanged in Q1 2026.
  • Carrier Global made up 0.08% of Iron Gate Global Advisors's portfolio in Q1 2026, its #48 holding.
  • Iron Gate Global Advisors first reported a position in Carrier Global in Q2 2020 and has held it in 22 quarters since.
  • Iron Gate Global Advisors's Carrier Global position peaked at $927K in Q4 2024.
  • 1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Iron Gate Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.