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Optima Capital’s Carrier Global CARR Stock Holding History

Optima Capital’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 		– Sell
-2,393
Closed -$126K – 324
2025
Q4 		$126K Buy
+2,393
New +$133K 0.05% 198
2025
Q2 		– Sell
-3,290
Closed -$209K – 153
2025
Q1 		$209K Hold
3,290
– – 0.13% 135
2024
Q4 		$225K Buy
+3,290
New +$248K 0.16% 141

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

Optima Capital's CARR Position: Q1 2026 in Review

Optima Capital sold out of Carrier Global (CARR) in Q1 2026, closing a stake of 2,393 shares — an estimated $126K sold.

Optima Capital first reported a position in CARR in Q4 2024 and held it in 3 quarters. The position peaked at $225K in Q4 2024. 1,488 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Optima Capital reported no remaining Carrier Global position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 2,393 Carrier Global shares in Q1 2026, an estimated $126K.
  • Optima Capital first reported a position in Carrier Global in Q4 2024 and held it in 3 quarters.
  • Optima Capital's Carrier Global position peaked at $225K in Q4 2024.
  • 1,488 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.