Meridian Management’s Carrier Global CARR Stock Holding History

Meridian 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	$676K	Hold	12,000	–	–	0.17%	60
2025 Q4	$634K	Hold	12,000	–	–	0.16%	57
2025 Q3	$716K	Hold	12,000	–	–	0.19%	54
2025 Q2	$823K	Hold	12,000	–	–	0.23%	48
2025 Q1	$761K	Sell	12,000 -357	-3%	-$23.7K	0.24%	46
2024 Q4	$843K	Buy	12,357 +10	+0.1%	+$754	0.22%	53
2024 Q3	$994K	Buy	12,347 +30	+0.2%	+$2.09K	0.25%	50
2024 Q2	$777K	Sell	12,317 -40	-0.3%	-$2.46K	0.21%	57
2024 Q1	$718K	Buy	12,357 +79	+0.6%	+$4.44K	0.2%	57
2023 Q4	$688K	Buy	12,278 +119	+1%	+$6.3K	0.2%	57
2023 Q3	$671K	Buy	12,159 +74	+0.6%	+$4.07K	0.22%	56
2023 Q2	$601K	Sell	12,085 -12	-0.1%	-$528	0.19%	59
2023 Q1	$553K	Buy	12,097 +57	+0.5%	+$2.55K	0.18%	55
2022 Q4	$497K	Hold	12,040	–	–	0.18%	54
2022 Q3	$428K	Hold	12,040	–	–	0.17%	54
2022 Q2	$429K	Hold	12,040	–	–	0.17%	54
2022 Q1	$552K	Hold	12,040	–	–	0.18%	56
2021 Q4	$653K	Hold	12,040	–	–	0.19%	53
2021 Q3	$623K	Hold	12,040	–	–	0.19%	52
2021 Q2	$585K	Sell	12,040 -108	-0.9%	-$4.83K	0.17%	56
2021 Q1	$513K	Sell	12,148 -15	-0.1%	-$583	0.16%	57
2020 Q4	$459K	Hold	12,163	–	–	0.15%	58
2020 Q3	$371K	Hold	12,163	–	–	0.14%	59
2020 Q2	$270K	Buy	+12,163	New	+$226K	0.11%	65

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

Meridian Management's CARR Position: Q1 2026 in Review

Meridian Management held its Carrier Global (CARR) position steady in Q1 2026 at 12,000 shares worth $676K. The position accounts for 0.17% of the portfolio, ranked #60.

Meridian Management first reported a position in CARR in Q2 2020 and has held it in 24 quarters since. The position peaked at $994K in Q3 2024. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

Meridian Management held 12,000 shares of Carrier Global worth $676K as of Q1 2026.
Meridian Management left its Carrier Global share count unchanged in Q1 2026.
Carrier Global made up 0.17% of Meridian Management's portfolio in Q1 2026, its #60 holding.
Meridian Management first reported a position in Carrier Global in Q2 2020 and has held it in 24 quarters since.
Meridian Management's Carrier Global position peaked at $994K in Q3 2024.
1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Meridian Management's 13F filing for Q1 2026, filed 5 May 2026.