Merited Wealth’s Carrier Global CARR Stock Holding History

Merited 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	–	Sell	-915	Closed	-$48.3K	–	117
2025 Q4	$48.3K	Buy	+915	New	+$50.9K	0.04%	125

Other funds holding CARR

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Merited Wealth's CARR Position: Q1 2026 in Review

Merited Wealth sold out of Carrier Global (CARR) in Q1 2026, closing a stake of 915 shares — an estimated $48.3K sold.

Merited Wealth first reported a position in CARR in Q4 2025 and held it in 1 quarter. The position peaked at $48.3K in Q4 2025. 1,494 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

Merited Wealth reported no remaining Carrier Global position as of Q1 2026 after selling out during the quarter.
Merited Wealth sold 915 Carrier Global shares in Q1 2026, an estimated $48.3K.
Merited Wealth first reported a position in Carrier Global in Q4 2025 and held it in 1 quarter.
Merited Wealth's Carrier Global position peaked at $48.3K in Q4 2025.
1,494 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

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