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Legacy Trust’s Carrier Global CARR Stock Holding History

Legacy Trust’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 		$320K Buy
5,691
+218
+4% +$12.9K 0.06% 170
2025
Q4 		$289K Buy
+5,473
New +$304K 0.05% 167
2024
Q1 		– Sell
-4,826
Closed -$277K – 151
2023
Q4 		$277K Sell
4,826
-296
-6% -$15.7K 0.07% 139
2023
Q3 		$283K Buy
5,122
+294
+6% +$16.2K 0.08% 133
2023
Q2 		$240K Buy
4,828
+36
+0.8% +$1.58K 0.07% 147
2023
Q1 		$219K Buy
+4,792
New +$214K 0.07% 154

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 Trust's CARR Position: Q1 2026 in Review

Legacy Trust increased its Carrier Global (CARR) stake by 4% in Q1 2026, buying an estimated $12.9K and bringing the position to 5,691 shares worth $320K. The position accounts for 0.06% of the portfolio, ranked #170.

Legacy Trust first reported a position in CARR in Q1 2023 and has held it in 6 quarters since. 1,488 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Legacy Trust held 5,691 shares of Carrier Global worth $320K as of Q1 2026.
  • Legacy Trust bought 218 Carrier Global shares in Q1 2026, an estimated $12.9K.
  • Carrier Global made up 0.06% of Legacy Trust's portfolio in Q1 2026, its #170 holding.
  • Legacy Trust first reported a position in Carrier Global in Q1 2023 and has held it in 6 quarters since.
  • 1,488 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.