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Midwest Trust’s Carrier Global CARR Stock Holding History

Midwest Trust’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 		$354K Sell
6,282
-94
-1% -$5.56K ﹤0.01% 487
2025
Q4 		$337K Buy
6,376
+202
+3% +$11.2K ﹤0.01% 490
2025
Q3 		$369K Sell
6,174
-72
-1% -$4.89K ﹤0.01% 473
2025
Q2 		$457K Buy
+6,246
New +$424K 0.01% 433

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

Midwest Trust's CARR Position: Q1 2026 in Review

Midwest Trust reduced its Carrier Global (CARR) stake by 1.5% in Q1 2026, selling an estimated $5.56K and leaving 6,282 shares worth $354K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Midwest Trust first reported a position in CARR in Q2 2025 and has held it in 4 quarters since. The position peaked at $457K in Q2 2025. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Midwest Trust held 6,282 shares of Carrier Global worth $354K as of Q1 2026.
  • Midwest Trust sold 94 Carrier Global shares in Q1 2026, an estimated $5.56K.
  • Carrier Global made up ﹤0.01% of Midwest Trust's portfolio in Q1 2026, its #487 holding.
  • Midwest Trust first reported a position in Carrier Global in Q2 2025 and has held it in 4 quarters since.
  • Midwest Trust's Carrier Global position peaked at $457K in Q2 2025.
  • 1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.