MPW
CARR icon

MASECO Private Wealth’s Carrier Global CARR Stock Holding History

MASECO Private Wealth’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 		$7.31K Sell
130
-723
-85% -$42.8K ﹤0.01% 269
2025
Q4 		$45.1K Buy
853
+3
+0.4% +$167 ﹤0.01% 183
2025
Q3 		$50.7K Buy
850
+3
+0.4% +$204 ﹤0.01% 90
2025
Q2 		$62K Buy
+847
New +$57.5K ﹤0.01% 157

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

MASECO Private Wealth's CARR Position: Q1 2026 in Review

MASECO Private Wealth reduced its Carrier Global (CARR) stake by 85% in Q1 2026, selling an estimated $42.8K and leaving 130 shares worth $7.31K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

MASECO Private Wealth first reported a position in CARR in Q2 2025 and has held it in 4 quarters since. The position peaked at $62K in Q2 2025. 1,488 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • MASECO Private Wealth held 130 shares of Carrier Global worth $7.31K as of Q1 2026.
  • MASECO Private Wealth sold 723 Carrier Global shares in Q1 2026, an estimated $42.8K.
  • Carrier Global made up ﹤0.01% of MASECO Private Wealth's portfolio in Q1 2026, its #269 holding.
  • MASECO Private Wealth first reported a position in Carrier Global in Q2 2025 and has held it in 4 quarters since.
  • MASECO Private Wealth's Carrier Global position peaked at $62K in Q2 2025.
  • 1,488 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.