Lido Advisors
CARR icon

Lido Advisors’s Carrier Global CARR Stock Holding History

Lido 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 		$84.5K Hold
1,500
– – ﹤0.01% 1877
2025
Q4 		$79.3K Hold
1,500
– – ﹤0.01% 1863
2025
Q3 		$89.5K Hold
1,500
– – ﹤0.01% 1770
2025
Q2 		$110K Hold
1,500
– – ﹤0.01% 1583
2025
Q1 		$95.1K Hold
1,500
– – ﹤0.01% 1449
2024
Q4 		$102K Hold
1,500
– – ﹤0.01% 1443
2024
Q3 		$121K Hold
1,500
– – ﹤0.01% 1387
2024
Q2 		$94.6K Hold
1,500
– – ﹤0.01% 1344
2024
Q1 		$87.2K Buy
+1,500
New +$84.3K ﹤0.01% 1327

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

Lido Advisors's CARR Position: Q1 2026 in Review

Lido Advisors reduced its Carrier Global (CARR) stake by 34% in Q1 2026, selling an estimated $1.37M and leaving 45,478 shares worth $2.56M. The position accounts for 0.01% of the portfolio, ranked #636.

Lido Advisors first reported a position in CARR in Q2 2023 and has held it in 12 quarters since. The position peaked at $6.17M in Q3 2025. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Lido Advisors held 45,478 shares of Carrier Global worth $2.56M as of Q1 2026.
  • Lido Advisors sold 23,194 Carrier Global shares in Q1 2026, an estimated $1.37M.
  • Carrier Global made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #636 holding.
  • Lido Advisors first reported a position in Carrier Global in Q2 2023 and has held it in 12 quarters since.
  • Lido Advisors's Carrier Global position peaked at $6.17M in Q3 2025.
  • 1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.