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Mindset Wealth Management’s Carrier Global CARR Stock Holding History

Mindset Wealth 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 		$247K Sell
4,386
-1,100
-20% -$65.1K 0.07% 146
2025
Q4 		$290K Sell
5,486
-500
-8% -$27.8K 0.08% 137
2025
Q3 		$357K Buy
5,986
+900
+18% +$61.1K 0.1% 106
2025
Q2 		$372K Buy
+5,086
New +$345K 0.12% 89

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

Mindset Wealth Management's CARR Position: Q1 2026 in Review

Mindset Wealth Management reduced its Carrier Global (CARR) stake by 20% in Q1 2026, selling an estimated $65.1K and leaving 4,386 shares worth $247K. The position accounts for 0.07% of the portfolio, ranked #146.

Mindset Wealth Management first reported a position in CARR in Q2 2025 and has held it in 4 quarters since. The position peaked at $372K in Q2 2025. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Mindset Wealth Management held 4,386 shares of Carrier Global worth $247K as of Q1 2026.
  • Mindset Wealth Management sold 1,100 Carrier Global shares in Q1 2026, an estimated $65.1K.
  • Carrier Global made up 0.07% of Mindset Wealth Management's portfolio in Q1 2026, its #146 holding.
  • Mindset Wealth Management first reported a position in Carrier Global in Q2 2025 and has held it in 4 quarters since.
  • Mindset Wealth Management's Carrier Global position peaked at $372K in Q2 2025.
  • 1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.