Michael J. Puzo’s Carrier Global CARR Stock Holding History

Michael J. Puzo’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	$1.25M	Sell	22,285 -1,950	-8%	-$115K	0.37%	40
2025 Q4	$1.28M	Sell	24,235 -89,995	-79%	-$5M	0.35%	39
2025 Q3	$6.82M	Sell	114,230 -1,195	-1%	-$81.2K	1.86%	24
2025 Q2	$8.45M	Buy	115,425 +25	+0%	+$1.7K	2.41%	21
2025 Q1	$7.32M	Buy	115,400 +13,823	+14%	+$918K	2.1%	27
2024 Q4	$6.93M	Buy	101,577 +14,088	+16%	+$1.06M	1.94%	25
2024 Q3	$7.04M	Buy	87,489 +20,806	+31%	+$1.45M	1.84%	27
2024 Q2	$4.21M	Buy	66,683 +34,540	+107%	+$2.12M	1.17%	30
2024 Q1	$1.87M	Buy	+32,143	New	+$1.81M	0.52%	39

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

Michael J. Puzo's CARR Position: Q1 2026 in Review

Michael J. Puzo reduced its Carrier Global (CARR) stake by 8% in Q1 2026, selling an estimated $115K and leaving 22,285 shares worth $1.25M. The position accounts for 0.37% of the portfolio, ranked #40.

Michael J. Puzo first reported a position in CARR in Q1 2024 and has held it in 9 quarters since. The position peaked at $8.45M in Q2 2025. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

Michael J. Puzo held 22,285 shares of Carrier Global worth $1.25M as of Q1 2026.
Michael J. Puzo sold 1,950 Carrier Global shares in Q1 2026, an estimated $115K.
Carrier Global made up 0.37% of Michael J. Puzo's portfolio in Q1 2026, its #40 holding.
Michael J. Puzo first reported a position in Carrier Global in Q1 2024 and has held it in 9 quarters since.
Michael J. Puzo's Carrier Global position peaked at $8.45M in Q2 2025.
1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Michael J. Puzo's 13F filing for Q1 2026, filed 7 May 2026.