MUFG Securities Americas’s Carrier Global CARR Stock Holding History

MUFG Securities Americas’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	$1.22M	Buy	21,740 +412	+2%	+$24.4K	0.08%	230
2025 Q4	$1.13M	Sell	21,328 -244	-1%	-$13.6K	0.07%	239
2025 Q3	$1.29M	Buy	21,572 +3,902	+22%	+$265K	0.08%	209
2025 Q2	$1.29M	Buy	17,670 +3,375	+24%	+$229K	0.11%	171
2025 Q1	$906K	Buy	14,295 +1,978	+16%	+$131K	0.11%	178
2024 Q4	$841K	Buy	+12,317	New	+$929K	0.11%	171

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

MUFG Securities Americas's CARR Position: Q1 2026 in Review

MUFG Securities Americas increased its Carrier Global (CARR) stake by 1.9% in Q1 2026, buying an estimated $24.4K and bringing the position to 21,740 shares worth $1.22M. The position accounts for 0.08% of the portfolio, ranked #230.

MUFG Securities Americas first reported a position in CARR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.29M in Q2 2025. 1,488 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

MUFG Securities Americas held 21,740 shares of Carrier Global worth $1.22M as of Q1 2026.
MUFG Securities Americas bought 412 Carrier Global shares in Q1 2026, an estimated $24.4K.
Carrier Global made up 0.08% of MUFG Securities Americas's portfolio in Q1 2026, its #230 holding.
MUFG Securities Americas first reported a position in Carrier Global in Q4 2024 and has held it in 6 quarters since.
MUFG Securities Americas's Carrier Global position peaked at $1.29M in Q2 2025.
1,488 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on MUFG Securities Americas's 13F filing for Q1 2026, filed 11 May 2026.