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Massachusetts Wealth Management’s Carrier Global CARR Stock Holding History

Massachusetts Wealth 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 		$1.28M Buy
22,735
+225
+1% +$13.3K 0.55% 66
2025
Q4 		$1.19M Sell
22,510
-100
-0.4% -$5.56K 0.55% 66
2025
Q3 		$1.35M Buy
22,610
+1,450
+7% +$98.5K 0.67% 61
2025
Q2 		$1.55M Buy
21,160
+560
+3% +$38K 0.87% 48
2025
Q1 		$1.31M Buy
20,600
+1,775
+9% +$118K 0.9% 44
2024
Q4 		$1.28M Buy
18,825
+1,275
+7% +$96.2K 0.79% 51
2024
Q3 		$1.41M Buy
17,550
+1,175
+7% +$81.8K 0.89% 49
2024
Q2 		$1.03M Buy
16,375
+4,875
+42% +$299K 0.69% 57
2024
Q1 		$668K Buy
11,500
+3,225
+39% +$181K 0.47% 68
2023
Q4 		$475K Buy
8,275
+3,950
+91% +$209K 0.38% 73
2023
Q3 		$239K Buy
+4,325
New +$238K 0.22% 82

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

Massachusetts Wealth Management's CARR Position: Q1 2026 in Review

Massachusetts Wealth Management increased its Carrier Global (CARR) stake by 1% in Q1 2026, buying an estimated $13.3K and bringing the position to 22,735 shares worth $1.28M. The position accounts for 0.55% of the portfolio, ranked #66.

Massachusetts Wealth Management first reported a position in CARR in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.55M in Q2 2025. 1,488 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Massachusetts Wealth Management held 22,735 shares of Carrier Global worth $1.28M as of Q1 2026.
  • Massachusetts Wealth Management bought 225 Carrier Global shares in Q1 2026, an estimated $13.3K.
  • Carrier Global made up 0.55% of Massachusetts Wealth Management's portfolio in Q1 2026, its #66 holding.
  • Massachusetts Wealth Management first reported a position in Carrier Global in Q3 2023 and has held it in 11 quarters since.
  • Massachusetts Wealth Management's Carrier Global position peaked at $1.55M in Q2 2025.
  • 1,488 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Massachusetts Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.