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Legacy Bridge’s Carrier Global CARR Stock Holding History

Legacy Bridge’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 		$239K Sell
4,243
-88
-2% -$5.21K 0.09% 138
2025
Q4 		$229K Buy
4,331
+28
+0.7% +$1.56K 0.09% 135
2025
Q3 		$257K Hold
4,303
– – 0.11% 130
2025
Q2 		$315K Sell
4,303
-30
-0.7% -$2.04K 0.15% 121
2025
Q1 		$275K Sell
4,333
-30
-0.7% -$1.99K 0.15% 125
2024
Q4 		$298K Hold
4,363
– – 0.16% 125
2024
Q3 		$351K Hold
4,363
– – 0.19% 119
2024
Q2 		$275K Hold
4,363
– – 0.16% 116
2024
Q1 		$254K Sell
4,363
-166
-4% -$9.33K 0.15% 128
2023
Q4 		$260K Sell
4,529
-929
-17% -$49.2K 0.17% 123
2023
Q3 		$301K Hold
5,458
– – 0.21% 115
2023
Q2 		$271K Sell
5,458
-600
-10% -$26.4K 0.18% 126
2023
Q1 		$277K Hold
6,058
– – 0.19% 125
2022
Q4 		$250K Hold
6,058
– – 0.18% 127
2022
Q3 		$215K Hold
6,058
– – 0.17% 128
2022
Q2 		$216K Sell
6,058
-225
-4% -$8.83K 0.16% 137
2022
Q1 		$288K Sell
6,283
-130
-2% -$6.12K 0.17% 136
2021
Q4 		$348K Buy
6,413
+600
+10% +$32.4K 0.18% 131
2021
Q3 		$301K Sell
5,813
-20
-0.3% -$1.08K 0.17% 132
2021
Q2 		$283K Sell
5,833
-90
-2% -$4.02K 0.16% 138
2021
Q1 		$250K Sell
5,923
-95
-2% -$3.69K 0.16% 132
2020
Q4 		$227K Hold
6,018
– – 0.16% 130
2020
Q3 		$184K Hold
6,018
– – 0.17% 126
2020
Q2 		$134K Buy
+6,018
New +$112K 0.15% 133

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

Legacy Bridge's CARR Position: Q1 2026 in Review

Legacy Bridge reduced its Carrier Global (CARR) stake by 2% in Q1 2026, selling an estimated $5.21K and leaving 4,243 shares worth $239K. The position accounts for 0.09% of the portfolio, ranked #138.

Legacy Bridge first reported a position in CARR in Q2 2020 and has held it in 24 quarters since. The position peaked at $351K in Q3 2024. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Legacy Bridge held 4,243 shares of Carrier Global worth $239K as of Q1 2026.
  • Legacy Bridge sold 88 Carrier Global shares in Q1 2026, an estimated $5.21K.
  • Carrier Global made up 0.09% of Legacy Bridge's portfolio in Q1 2026, its #138 holding.
  • Legacy Bridge first reported a position in Carrier Global in Q2 2020 and has held it in 24 quarters since.
  • Legacy Bridge's Carrier Global position peaked at $351K in Q3 2024.
  • 1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.