Madison Wealth Partners’s Carrier Global CARR Stock Holding History

Madison Wealth Partners’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	$222K	Buy	3,951 +162	+4%	+$9.59K	0.04%	200
2025 Q4	$200K	Buy	3,789 +40	+1%	+$2.22K	0.04%	201
2025 Q3	$224K	Sell	3,749 -64	-2%	-$4.35K	0.04%	164
2025 Q2	$279K	Hold	3,813	–	–	0.06%	132
2025 Q1	$242K	Hold	3,813	–	–	0.06%	133
2024 Q4	$260K	Hold	3,813	–	–	0.07%	128
2024 Q3	$307K	Hold	3,813	–	–	0.09%	112
2024 Q2	$241K	Buy	3,813 +106	+3%	+$6.51K	0.08%	111
2024 Q1	$215K	Hold	3,707	–	–	0.08%	117
2023 Q4	$213K	Hold	3,707	–	–	0.08%	111
2023 Q3	$205K	Buy	+3,707	New	+$204K	0.1%	90
2022 Q1	–	Sell	-3,716	Closed	-$202K	–	82
2021 Q4	$202K	Buy	+3,716	New	+$201K	0.1%	75

Other funds holding CARR

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Madison Wealth Partners's CARR Position: Q1 2026 in Review

Madison Wealth Partners increased its Carrier Global (CARR) stake by 4.3% in Q1 2026, buying an estimated $9.59K and bringing the position to 3,951 shares worth $222K. The position accounts for 0.04% of the portfolio, ranked #200.

Madison Wealth Partners first reported a position in CARR in Q4 2021 and has held it in 12 quarters since. The position peaked at $307K in Q3 2024. 1,489 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

Madison Wealth Partners held 3,951 shares of Carrier Global worth $222K as of Q1 2026.
Madison Wealth Partners bought 162 Carrier Global shares in Q1 2026, an estimated $9.59K.
Carrier Global made up 0.04% of Madison Wealth Partners's portfolio in Q1 2026, its #200 holding.
Madison Wealth Partners first reported a position in Carrier Global in Q4 2021 and has held it in 12 quarters since.
Madison Wealth Partners's Carrier Global position peaked at $307K in Q3 2024.
1,489 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.