Marco Investment Management’s Carrier Global CARR Stock Holding History

Marco 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	$352K	Hold	6,256	–	–	0.03%	163
2025 Q4	$331K	Hold	6,256	–	–	0.02%	173
2025 Q3	$373K	Hold	6,256	–	–	0.03%	158
2025 Q2	$458K	Hold	6,256	–	–	0.04%	148
2025 Q1	$397K	Hold	6,256	–	–	0.04%	156
2024 Q4	$427K	Sell	6,256 -900	-13%	-$67.9K	0.04%	152
2024 Q3	$576K	Hold	7,156	–	–	0.05%	140
2024 Q2	$451K	Buy	7,156 +75	+1%	+$4.61K	0.04%	145
2024 Q1	$412K	Sell	7,081 -219	-3%	-$12.3K	0.04%	151
2023 Q4	$419K	Hold	7,300	–	–	0.04%	147
2023 Q3	$403K	Buy	7,300 +219	+3%	+$12.1K	0.05%	142
2023 Q2	$352K	Sell	7,081 -997	-12%	-$43.9K	0.04%	154
2023 Q1	$370K	Sell	8,078 -100	-1%	-$4.48K	0.04%	151
2022 Q4	$337K	Sell	8,178 -2,200	-21%	-$89.3K	0.04%	158
2022 Q3	$369K	Sell	10,378 -90	-0.9%	-$3.54K	0.05%	151
2022 Q2	$373K	Buy	10,468 +1,555	+17%	+$61K	0.04%	153
2022 Q1	$409K	Buy	+8,913	New	+$420K	0.04%	156

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 $295B AUM 31.6% 1-Year Est. Return

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

Marco Investment Management held its Carrier Global (CARR) position steady in Q1 2026 at 6,256 shares worth $352K. The position accounts for 0.03% of the portfolio, ranked #163.

Marco Investment Management first reported a position in CARR in Q1 2022 and has held it in 17 quarters since. The position peaked at $576K in Q3 2024. 1,489 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

Marco Investment Management held 6,256 shares of Carrier Global worth $352K as of Q1 2026.
Marco Investment Management left its Carrier Global share count unchanged in Q1 2026.
Carrier Global made up 0.03% of Marco Investment Management's portfolio in Q1 2026, its #163 holding.
Marco Investment Management first reported a position in Carrier Global in Q1 2022 and has held it in 17 quarters since.
Marco Investment Management's Carrier Global position peaked at $576K in Q3 2024.
1,489 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Marco Investment Management's 13F filing for Q1 2026, filed 8 May 2026.