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Kohmann Bosshard Financial Services’s Carrier Global CARR Stock Holding History

Kohmann Bosshard Financial Services’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
-825
Closed -$43.6K – 264
2025
Q4 		$43.6K Buy
+825
New +$45.9K ﹤0.01% 569
2025
Q1 		– Sell
-825
Closed -$56.3K – 357
2024
Q4 		$56.3K Buy
+825
New +$62.2K 0.01% 318

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Kohmann Bosshard Financial Services's CARR Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Carrier Global (CARR) in Q1 2026, closing a stake of 825 shares — an estimated $43.6K sold.

Kohmann Bosshard Financial Services first reported a position in CARR in Q4 2024 and held it in 2 quarters. The position peaked at $56.3K in Q4 2024. 1,500 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining Carrier Global position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 825 Carrier Global shares in Q1 2026, an estimated $43.6K.
  • Kohmann Bosshard Financial Services first reported a position in Carrier Global in Q4 2024 and held it in 2 quarters.
  • Kohmann Bosshard Financial Services's Carrier Global position peaked at $56.3K in Q4 2024.
  • 1,500 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.