Miller Investment Management’s Carrier Global CARR Stock Holding History

Miller Investment 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	$329K	Hold	5,840	–	–	0.03%	82
2025 Q4	$309K	Hold	5,840	–	–	0.03%	83
2025 Q3	$349K	Hold	5,840	–	–	0.04%	88
2025 Q2	$427K	Hold	5,840	–	–	0.04%	83
2025 Q1	$370K	Hold	5,840	–	–	0.04%	85
2024 Q4	$399K	Hold	5,840	–	–	0.04%	85
2024 Q3	$470K	Hold	5,840	–	–	0.05%	83
2024 Q2	$368K	Hold	5,840	–	–	0.04%	85
2024 Q1	$339K	Hold	5,840	–	–	0.04%	91
2023 Q4	$336K	Hold	5,840	–	–	0.05%	86
2023 Q3	$322K	Sell	5,840 -7,150	-55%	-$393K	0.05%	82
2023 Q2	$646K	Hold	12,990	–	–	0.1%	67
2023 Q1	$594K	Hold	12,990	–	–	0.1%	67
2022 Q4	$536K	Sell	12,990 -4,510	-26%	-$183K	0.09%	73
2022 Q3	$622K	Hold	17,500	–	–	0.13%	59
2022 Q2	$624K	Hold	17,500	–	–	0.13%	58
2022 Q1	$803K	Hold	17,500	–	–	0.13%	56
2021 Q4	$949K	Hold	17,500	–	–	0.14%	54
2021 Q3	$906K	Hold	17,500	–	–	0.16%	50
2021 Q2	$851K	Hold	17,500	–	–	0.15%	50
2021 Q1	$739K	Hold	17,500	–	–	0.14%	51
2020 Q4	$660K	Hold	17,500	–	–	0.12%	53
2020 Q3	$534K	Sell	17,500 -50	-0.3%	-$1.42K	0.13%	52
2020 Q2	$390K	Buy	+17,550	New	+$326K	0.11%	54

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

Miller Investment Management's CARR Position: Q1 2026 in Review

Miller Investment Management held its Carrier Global (CARR) position steady in Q1 2026 at 5,840 shares worth $329K. The position accounts for 0.03% of the portfolio, ranked #82.

Miller Investment Management first reported a position in CARR in Q2 2020 and has held it in 24 quarters since. The position peaked at $949K in Q4 2021. 1,489 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

Miller Investment Management held 5,840 shares of Carrier Global worth $329K as of Q1 2026.
Miller Investment Management left its Carrier Global share count unchanged in Q1 2026.
Carrier Global made up 0.03% of Miller Investment Management's portfolio in Q1 2026, its #82 holding.
Miller Investment Management first reported a position in Carrier Global in Q2 2020 and has held it in 24 quarters since.
Miller Investment Management's Carrier Global position peaked at $949K in Q4 2021.
1,489 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Miller Investment Management's 13F filing for Q1 2026, filed 8 May 2026.