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Mount Yale Investment Advisors’s Carrier Global CARR Stock Holding History

Mount Yale 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 		$1.46M Buy
25,895
+7,432
+40% +$440K 0.03% 444
2025
Q4 		$976K Buy
18,463
+13,946
+309% +$775K 0.05% 320
2025
Q3 		$270K Buy
4,517
+4,433
+5,277% +$301K 0.02% 546
2025
Q2 		$6.15K Buy
+84
New +$5.7K ﹤0.01% 1202

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $336B AUM 34.66% 1-Year Est. Return

Mount Yale Investment Advisors's CARR Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Carrier Global (CARR) stake by 40% in Q1 2026, buying an estimated $440K and bringing the position to 25,895 shares worth $1.46M. The position accounts for 0.03% of the portfolio, ranked #444.

Mount Yale Investment Advisors first reported a position in CARR in Q2 2025 and has held it in 4 quarters since. 1,492 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Mount Yale Investment Advisors held 25,895 shares of Carrier Global worth $1.46M as of Q1 2026.
  • Mount Yale Investment Advisors bought 7,432 Carrier Global shares in Q1 2026, an estimated $440K.
  • Carrier Global made up 0.03% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #444 holding.
  • Mount Yale Investment Advisors first reported a position in Carrier Global in Q2 2025 and has held it in 4 quarters since.
  • 1,492 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.