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Mutual Advisors’s Carrier Global CARR Stock Holding History

Mutual 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 		$603K Sell
10,704
-19,520
-65% -$1.16M 0.01% 795
2025
Q4 		$1.6M Buy
30,224
+2,873
+11% +$160K 0.03% 418
2025
Q3 		$1.56M Buy
27,351
+15,188
+125% +$1.03M 0.03% 429
2025
Q2 		$982K Buy
12,163
+6,657
+121% +$452K 0.02% 523
2025
Q1 		$331K Buy
5,506
+298
+6% +$19.8K 0.01% 876
2024
Q4 		$363K Sell
5,208
-276
-5% -$20.8K 0.01% 825
2024
Q3 		$400K Buy
5,484
+56
+1% +$3.9K 0.01% 783
2024
Q2 		$367K Buy
5,428
+37
+0.7% +$2.27K 0.01% 824
2024
Q1 		$313K Buy
5,391
+93
+2% +$5.22K 0.01% 849
2023
Q4 		$304K Sell
5,298
-86
-2% -$4.55K 0.01% 818
2023
Q3 		$297K Sell
5,384
-1,532
-22% -$84.3K 0.01% 778
2023
Q2 		$344K Buy
6,916
+1,822
+36% +$80.2K 0.01% 767
2023
Q1 		$233K Sell
5,094
-1,301
-20% -$58.2K 0.01% 868
2022
Q4 		$264K Sell
6,395
-1,193
-16% -$48.4K 0.01% 781
2022
Q3 		$270K Buy
7,588
+1,093
+17% +$43K 0.01% 744
2022
Q2 		$232K Sell
6,495
-1,774
-21% -$69.6K 0.02% 749
2022
Q1 		$379K Sell
8,269
-2,036
-20% -$95.9K 0.02% 650
2021
Q4 		$559K Sell
10,305
-511
-5% -$27.6K 0.03% 543
2021
Q3 		$560K Buy
10,816
+3,035
+39% +$163K 0.03% 510
2021
Q2 		$378K Buy
7,781
+526
+7% +$23.5K 0.02% 617
2021
Q1 		$306K Sell
7,255
-1,977
-21% -$76.9K 0.02% 626
2020
Q4 		$348K Buy
9,232
+1,537
+20% +$55.6K 0.03% 566
2020
Q3 		$235K Sell
7,695
-2,431
-24% -$68.8K 0.02% 599
2020
Q2 		$225K Buy
+10,126
New +$188K 0.02% 571

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

Mutual Advisors's CARR Position: Q1 2026 in Review

Mutual Advisors reduced its Carrier Global (CARR) stake by 65% in Q1 2026, selling an estimated $1.16M and leaving 10,704 shares worth $603K. The position accounts for 0.01% of the portfolio, ranked #795.

Mutual Advisors first reported a position in CARR in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.6M in Q4 2025. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Mutual Advisors held 10,704 shares of Carrier Global worth $603K as of Q1 2026.
  • Mutual Advisors sold 19,520 Carrier Global shares in Q1 2026, an estimated $1.16M.
  • Carrier Global made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #795 holding.
  • Mutual Advisors first reported a position in Carrier Global in Q2 2020 and has held it in 24 quarters since.
  • Mutual Advisors's Carrier Global position peaked at $1.6M in Q4 2025.
  • 1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.