NewEdge Wealth’s Carrier Global CARR Stock Holding History

NewEdge Wealth’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	$1.06M	Sell	18,794 -1,002	-5%	-$59.3K	0.01%	609
2025 Q4	$1.05M	Buy	19,796 +5,621	+40%	+$313K	0.01%	617
2025 Q3	$806K	Buy	14,175 +3,316	+31%	+$225K	0.01%	615
2025 Q2	$721K	Buy	10,859 +5,236	+93%	+$355K	0.01%	609
2025 Q1	$356K	Buy	5,623 +1,979	+54%	+$131K	0.01%	735
2024 Q4	$249K	Buy	+3,644	New	+$275K	﹤0.01%	816

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

NewEdge Wealth's CARR Position: Q1 2026 in Review

NewEdge Wealth reduced its Carrier Global (CARR) stake by 5.1% in Q1 2026, selling an estimated $59.3K and leaving 18,794 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #609.

NewEdge Wealth first reported a position in CARR in Q4 2024 and has held it in 6 quarters since. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

NewEdge Wealth held 18,794 shares of Carrier Global worth $1.06M as of Q1 2026.
NewEdge Wealth sold 1,002 Carrier Global shares in Q1 2026, an estimated $59.3K.
Carrier Global made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #609 holding.
NewEdge Wealth first reported a position in Carrier Global in Q4 2024 and has held it in 6 quarters since.
1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.