MSH Capital Advisors’s Carrier Global CARR Stock Holding History

MSH Capital 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	$234K	Buy	4,162 +55	+1%	+$3.26K	0.05%	249
2025 Q4	$217K	Buy	4,107 +107	+3%	+$5.95K	0.05%	259
2025 Q3	$239K	Hold	4,000	–	–	0.06%	224
2025 Q2	$293K	Hold	4,000	–	–	0.08%	194
2025 Q1	$254K	Sell	4,000 -50	-1%	-$3.32K	0.08%	202
2024 Q4	$276K	Sell	4,050 -400	-9%	-$30.2K	0.09%	191
2024 Q3	$358K	Sell	4,450 -100	-2%	-$6.96K	0.11%	174
2024 Q2	$287K	Sell	4,550 -222	-5%	-$13.6K	0.1%	189
2024 Q1	$277K	Sell	4,772 -458	-9%	-$25.7K	0.1%	181
2023 Q4	$300K	Hold	5,230	–	–	0.11%	162
2023 Q3	$289K	Hold	5,230	–	–	0.11%	172
2023 Q2	$260K	Buy	+5,230	New	+$230K	0.1%	185

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

MSH Capital Advisors's CARR Position: Q1 2026 in Review

MSH Capital Advisors increased its Carrier Global (CARR) stake by 1.3% in Q1 2026, buying an estimated $3.26K and bringing the position to 4,162 shares worth $234K. The position accounts for 0.05% of the portfolio, ranked #249.

MSH Capital Advisors first reported a position in CARR in Q2 2023 and has held it in 12 quarters since. The position peaked at $358K in Q3 2024. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

MSH Capital Advisors held 4,162 shares of Carrier Global worth $234K as of Q1 2026.
MSH Capital Advisors bought 55 Carrier Global shares in Q1 2026, an estimated $3.26K.
Carrier Global made up 0.05% of MSH Capital Advisors's portfolio in Q1 2026, its #249 holding.
MSH Capital Advisors first reported a position in Carrier Global in Q2 2023 and has held it in 12 quarters since.
MSH Capital Advisors's Carrier Global position peaked at $358K in Q3 2024.
1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.