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Moneta Group Investment Advisors’s Carrier Global CARR Stock Holding History

Moneta Group Investment Advisors’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 		$657K Sell
11,669
-4,518
-28% -$267K ﹤0.01% 444
2025
Q4 		$855K Sell
16,187
-254
-2% -$14.1K 0.01% 385
2025
Q3 		$982K Sell
16,441
-73
-0.4% -$4.96K 0.01% 359
2025
Q2 		$1.21M Buy
16,514
+4,211
+34% +$286K 0.01% 282
2025
Q1 		$780K Sell
12,303
-3,035
-20% -$202K 0.01% 321
2024
Q4 		$1.05M Buy
15,338
+3,265
+27% +$246K 0.01% 279
2024
Q3 		$972K Buy
12,073
+81
+0.7% +$5.64K 0.01% 283
2024
Q2 		$756K Buy
11,992
+1,183
+11% +$72.6K 0.01% 311
2024
Q1 		$628K Buy
10,809
+2,746
+34% +$154K 0.01% 334
2023
Q4 		$463K Buy
8,063
+34
+0.4% +$1.8K 0.01% 353
2023
Q3 		$443K Buy
8,029
+17
+0.2% +$936 0.01% 341
2023
Q2 		$398K Sell
8,012
-37
-0.5% -$1.63K 0.01% 372
2023
Q1 		$368K Buy
8,049
+1,187
+17% +$53.1K 0.01% 373
2022
Q4 		$312K Sell
6,862
-3,177
-32% -$129K 0.01% 365
2022
Q3 		$357K Sell
10,039
-1,655
-14% -$65.2K 0.01% 318
2022
Q2 		$417K Buy
11,694
+1,099
+10% +$43.1K 0.01% 325
2022
Q1 		$486K Buy
10,595
+31
+0.3% +$1.46K 0.02% 295
2021
Q4 		$573K Sell
10,564
-236
-2% -$12.7K 0.02% 278
2021
Q3 		$559K Sell
10,800
-826
-7% -$44.5K 0.03% 264
2021
Q2 		$565K Sell
11,626
-122
-1% -$5.45K 0.03% 268
2021
Q1 		$496K Buy
+11,748
New +$457K 0.03% 264

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

Moneta Group Investment Advisors's CARR Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Carrier Global (CARR) stake by 28% in Q1 2026, selling an estimated $267K and leaving 11,669 shares worth $657K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Moneta Group Investment Advisors first reported a position in CARR in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.21M in Q2 2025. 1,489 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Moneta Group Investment Advisors held 11,669 shares of Carrier Global worth $657K as of Q1 2026.
  • Moneta Group Investment Advisors sold 4,518 Carrier Global shares in Q1 2026, an estimated $267K.
  • Carrier Global made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #444 holding.
  • Moneta Group Investment Advisors first reported a position in Carrier Global in Q1 2021 and has held it in 21 quarters since.
  • Moneta Group Investment Advisors's Carrier Global position peaked at $1.21M in Q2 2025.
  • 1,489 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.