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MJP Associates’s Carrier Global CARR Stock Holding History

MJP Associates’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 		$479K Sell
8,514
-6,840
-45% -$405K 0.06% 110
2025
Q4 		$811K Sell
15,354
-87
-0.6% -$4.84K 0.1% 79
2025
Q3 		$922K Sell
15,441
-428
-3% -$29.1K 0.12% 74
2025
Q2 		$1.16M Buy
15,869
+1,677
+12% +$114K 0.17% 56
2025
Q1 		$900K Buy
14,192
+3,328
+31% +$221K 0.16% 66
2024
Q4 		$742K Buy
10,864
+1,941
+22% +$146K 0.13% 72
2024
Q3 		$718K Buy
8,923
+1,464
+20% +$102K 0.14% 80
2024
Q2 		$470K Buy
7,459
+413
+6% +$25.4K 0.1% 115
2024
Q1 		$410K Buy
7,046
+287
+4% +$16.1K 0.09% 129
2023
Q4 		$388K Buy
+6,759
New +$358K 0.1% 100

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

MJP Associates's CARR Position: Q1 2026 in Review

MJP Associates reduced its Carrier Global (CARR) stake by 45% in Q1 2026, selling an estimated $405K and leaving 8,514 shares worth $479K. The position accounts for 0.06% of the portfolio, ranked #110.

MJP Associates first reported a position in CARR in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.16M in Q2 2025. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • MJP Associates held 8,514 shares of Carrier Global worth $479K as of Q1 2026.
  • MJP Associates sold 6,840 Carrier Global shares in Q1 2026, an estimated $405K.
  • Carrier Global made up 0.06% of MJP Associates's portfolio in Q1 2026, its #110 holding.
  • MJP Associates first reported a position in Carrier Global in Q4 2023 and has held it in 10 quarters since.
  • MJP Associates's Carrier Global position peaked at $1.16M in Q2 2025.
  • 1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on MJP Associates's 13F filing for Q1 2026, filed 5 May 2026.