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Larson Financial Group’s Carrier Global CARR Stock Holding History

Larson Financial Group’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 		$198K Buy
3,517
+369
+12% +$21.8K 0.01% 723
2025
Q4 		$166K Sell
3,148
-842
-21% -$46.8K 0.01% 751
2025
Q3 		$238K Sell
3,990
-67
-2% -$4.55K 0.01% 645
2025
Q2 		$297K Buy
4,057
+986
+32% +$66.9K 0.01% 576
2025
Q1 		$195K Buy
3,071
+663
+28% +$44K 0.01% 628
2024
Q4 		$164K Buy
2,408
+149
+7% +$11.2K 0.01% 615
2024
Q3 		$182K Buy
2,259
+1,140
+102% +$79.4K 0.01% 599
2024
Q2 		$70.6K Buy
1,119
+401
+56% +$24.6K ﹤0.01% 730
2024
Q1 		$41.7K Buy
718
+201
+39% +$11.3K ﹤0.01% 733
2023
Q4 		$29.7K Buy
517
+6
+1% +$317 ﹤0.01% 755
2023
Q3 		$28.2K Buy
511
+221
+76% +$12.2K ﹤0.01% 737
2023
Q2 		$14.4K Buy
290
+1
+0.3% +$44 ﹤0.01% 829
2023
Q1 		$13.2K Buy
289
+2
+0.7% +$90 ﹤0.01% 846
2022
Q4 		$11.9K Buy
287
+1
+0.3% +$41 ﹤0.01% 813
2022
Q3 		$10K Buy
286
+1
+0.4% +$39 ﹤0.01% 784
2022
Q2 		$10K Sell
285
-99
-26% -$3.89K ﹤0.01% 716
2022
Q1 		$18K Buy
384
+1
+0.3% +$47 ﹤0.01% 543
2021
Q4 		$21K Hold
383
– – ﹤0.01% 527
2021
Q3 		$20K Buy
383
+1
+0.3% +$54 ﹤0.01% 464
2021
Q2 		$19K Buy
382
+1
+0.3% +$45 ﹤0.01% 439
2021
Q1 		$16K Hold
381
– – ﹤0.01% 449
2020
Q4 		$14K Buy
381
+1
+0.3% +$36 ﹤0.01% 432
2020
Q3 		$12K Buy
380
+1
+0.3% +$28 ﹤0.01% 409
2020
Q2 		$8K Buy
+379
New +$7.04K ﹤0.01% 425

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

Larson Financial Group's CARR Position: Q1 2026 in Review

Larson Financial Group increased its Carrier Global (CARR) stake by 12% in Q1 2026, buying an estimated $21.8K and bringing the position to 3,517 shares worth $198K. The position accounts for 0.01% of the portfolio, ranked #723.

Larson Financial Group first reported a position in CARR in Q2 2020 and has held it in 24 quarters since. The position peaked at $297K in Q2 2025. 1,489 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Larson Financial Group held 3,517 shares of Carrier Global worth $198K as of Q1 2026.
  • Larson Financial Group bought 369 Carrier Global shares in Q1 2026, an estimated $21.8K.
  • Carrier Global made up 0.01% of Larson Financial Group's portfolio in Q1 2026, its #723 holding.
  • Larson Financial Group first reported a position in Carrier Global in Q2 2020 and has held it in 24 quarters since.
  • Larson Financial Group's Carrier Global position peaked at $297K in Q2 2025.
  • 1,489 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.