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Longfellow Investment Management’s Carrier Global CARR Stock Holding History

Longfellow Investment Management’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
-5,995
Closed -$317K – 246
2025
Q4 		$317K Buy
+5,995
New +$333K 0.07% 131

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Vanguard Portfolio Management
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
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Dodge & Cox
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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

Longfellow Investment Management's CARR Position: Q1 2026 in Review

Longfellow Investment Management sold out of Carrier Global (CARR) in Q1 2026, closing a stake of 5,995 shares — an estimated $317K sold.

Longfellow Investment Management first reported a position in CARR in Q4 2025 and held it in 1 quarter. The position peaked at $317K in Q4 2025. 1,495 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Longfellow Investment Management reported no remaining Carrier Global position as of Q1 2026 after selling out during the quarter.
  • Longfellow Investment Management sold 5,995 Carrier Global shares in Q1 2026, an estimated $317K.
  • Longfellow Investment Management first reported a position in Carrier Global in Q4 2025 and held it in 1 quarter.
  • Longfellow Investment Management's Carrier Global position peaked at $317K in Q4 2025.
  • 1,495 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Longfellow Investment Management's 13F filing for Q1 2026, filed 12 May 2026.