Nancy E. Dempze’s Carrier Global CARR Stock Holding History

Nancy E. Dempze’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	$709K	Sell	12,584 -2,774	-18%	-$164K	0.39%	52
2025 Q4	$812K	Sell	15,358 -37,283	-71%	-$2.07M	0.42%	48
2025 Q3	$3.14M	Buy	52,641 +2,563	+5%	+$174K	1.73%	23
2025 Q2	$3.67M	Buy	50,078 +2,319	+5%	+$157K	2.11%	19
2025 Q1	$3.03M	Buy	47,759 +10,277	+27%	+$683K	1.82%	23
2024 Q4	$2.56M	Buy	37,482 +6,372	+20%	+$481K	1.48%	26
2024 Q3	$2.5M	Buy	31,110 +10,925	+54%	+$761K	1.4%	25
2024 Q2	$1.27M	Buy	20,185 +9,790	+94%	+$601K	0.87%	34
2024 Q1	$604K	Buy	+10,395	New	+$584K	0.46%	43

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

Nancy E. Dempze's CARR Position: Q1 2026 in Review

Nancy E. Dempze reduced its Carrier Global (CARR) stake by 18% in Q1 2026, selling an estimated $164K and leaving 12,584 shares worth $709K. The position accounts for 0.39% of the portfolio, ranked #52.

Nancy E. Dempze first reported a position in CARR in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.67M in Q2 2025. 1,488 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

Nancy E. Dempze held 12,584 shares of Carrier Global worth $709K as of Q1 2026.
Nancy E. Dempze sold 2,774 Carrier Global shares in Q1 2026, an estimated $164K.
Carrier Global made up 0.39% of Nancy E. Dempze's portfolio in Q1 2026, its #52 holding.
Nancy E. Dempze first reported a position in Carrier Global in Q1 2024 and has held it in 9 quarters since.
Nancy E. Dempze's Carrier Global position peaked at $3.67M in Q2 2025.
1,488 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Nancy E. Dempze's 13F filing for Q1 2026, filed 14 May 2026.