Medallion Wealth Advisors’s Carrier Global CARR Stock Holding History

Medallion Wealth Advisors’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	$720K	Sell	12,783 -54	-0.4%	-$3.2K	0.24%	94
2025 Q4	$678K	Buy	12,837 +2	+0%	+$111	0.23%	98
2025 Q3	$766K	Sell	12,835 -254	-2%	-$17.3K	0.27%	90
2025 Q2	$970K	Sell	13,089 -458	-3%	-$31.1K	0.37%	67
2025 Q1	$860K	Sell	13,547 -500	-4%	-$33.2K	0.39%	60
2024 Q4	$946K	Buy	+14,047	New	+$1.06M	0.47%	46

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

Medallion Wealth Advisors's CARR Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Carrier Global (CARR) stake by 0.42% in Q1 2026, selling an estimated $3.2K and leaving 12,783 shares worth $720K. The position accounts for 0.24% of the portfolio, ranked #94.

Medallion Wealth Advisors first reported a position in CARR in Q4 2024 and has held it in 6 quarters since. The position peaked at $970K in Q2 2025. 1,489 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

Medallion Wealth Advisors held 12,783 shares of Carrier Global worth $720K as of Q1 2026.
Medallion Wealth Advisors sold 54 Carrier Global shares in Q1 2026, an estimated $3.2K.
Carrier Global made up 0.24% of Medallion Wealth Advisors's portfolio in Q1 2026, its #94 holding.
Medallion Wealth Advisors first reported a position in Carrier Global in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's Carrier Global position peaked at $970K in Q2 2025.
1,489 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.