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J.P. Marvel Investment Advisors’s Carrier Global CARR Stock Holding History

J.P. Marvel 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 		$2.73M Sell
48,461
-550
-1% -$32.6K 0.39% 41
2025
Q4 		$2.59M Sell
49,011
-18,067
-27% -$1M 0.36% 40
2025
Q3 		$4M Sell
67,078
-666
-1% -$45.2K 0.58% 37
2025
Q2 		$4.96M Sell
67,744
-380
-0.6% -$25.8K 0.8% 31
2025
Q1 		$4.32M Sell
68,124
-431
-0.6% -$28.6K 0.75% 36
2024
Q4 		$4.68M Hold
68,555
– – 0.77% 34
2024
Q3 		$5.52M Sell
68,555
-129
-0.2% -$8.98K 0.9% 30
2024
Q2 		$4.33M Hold
68,684
– – 0.71% 36
2024
Q1 		$3.99M Buy
68,684
+12,379
+22% +$695K 0.69% 43
2023
Q4 		$3.23M Sell
56,305
-210
-0.4% -$11.1K 0.64% 40
2023
Q3 		$3.12M Buy
56,515
+270
+0.5% +$14.9K 0.67% 40
2023
Q2 		$2.8M Sell
56,245
-355
-0.6% -$15.6K 0.58% 41
2023
Q1 		$2.59M Hold
56,600
– – 0.58% 42
2022
Q4 		$2.33M Sell
56,600
-2,180
-4% -$88.5K 0.55% 43
2022
Q3 		$2.09M Sell
58,780
-187
-0.3% -$7.36K 0.53% 45
2022
Q2 		$2.1M Sell
58,967
-426
-0.7% -$16.7K 0.51% 45
2022
Q1 		$2.72M Hold
59,393
– – 0.55% 43
2021
Q4 		$3.22M Hold
59,393
– – 0.63% 38
2021
Q3 		$3.07M Buy
59,393
+322
+0.5% +$17.3K 0.93% 28
2021
Q2 		$2.87M Sell
59,071
-520
-0.9% -$23.2K 0.61% 42
2021
Q1 		$2.52M Sell
59,591
-1,528
-3% -$59.4K 0.6% 43
2020
Q4 		$2.31M Hold
61,119
– – 0.6% 41
2020
Q3 		$1.87M Hold
61,119
– – 0.54% 42
2020
Q2 		$1.36M Buy
+61,119
New +$1.14M 0.43% 45

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

J.P. Marvel Investment Advisors's CARR Position: Q1 2026 in Review

J.P. Marvel Investment Advisors reduced its Carrier Global (CARR) stake by 1.1% in Q1 2026, selling an estimated $32.6K and leaving 48,461 shares worth $2.73M. The position accounts for 0.39% of the portfolio, ranked #41.

J.P. Marvel Investment Advisors first reported a position in CARR in Q2 2020 and has held it in 24 quarters since. The position peaked at $5.52M in Q3 2024. 1,488 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • J.P. Marvel Investment Advisors held 48,461 shares of Carrier Global worth $2.73M as of Q1 2026.
  • J.P. Marvel Investment Advisors sold 550 Carrier Global shares in Q1 2026, an estimated $32.6K.
  • Carrier Global made up 0.39% of J.P. Marvel Investment Advisors's portfolio in Q1 2026, its #41 holding.
  • J.P. Marvel Investment Advisors first reported a position in Carrier Global in Q2 2020 and has held it in 24 quarters since.
  • J.P. Marvel Investment Advisors's Carrier Global position peaked at $5.52M in Q3 2024.
  • 1,488 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on J.P. Marvel Investment Advisors's 13F filing for Q1 2026, filed 6 May 2026.