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Paladin Advisory Group’s Carrier Global CARR Stock Holding History

Paladin Advisory Group’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
2023
Q1 		– Sell
-2,281
Closed -$94.1K – 298
2022
Q4 		$94.1K Buy
2,281
+3
+0.1% +$122 0.08% 126
2022
Q3 		$81K Buy
2,278
+91
+4% +$3.58K 0.07% 132
2022
Q2 		$78K Buy
+2,187
New +$85.9K 0.07% 137
2022
Q1 		– Sell
-2,180
Closed -$118K – 308
2021
Q4 		$118K Buy
+2,180
New +$118K 0.1% 125

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

Paladin Advisory Group's CARR Position: Q1 2026 in Review

Paladin Advisory Group held its Carrier Global (CARR) position steady in Q1 2026 at 1,184 shares worth $66.7K. The position accounts for 0.05% of the portfolio, ranked #137.

Paladin Advisory Group first reported a position in CARR in Q1 2022 and has held it in 14 quarters since. The position peaked at $127K in Q3 2023. 1,488 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Paladin Advisory Group held 1,184 shares of Carrier Global worth $66.7K as of Q1 2026.
  • Paladin Advisory Group left its Carrier Global share count unchanged in Q1 2026.
  • Carrier Global made up 0.05% of Paladin Advisory Group's portfolio in Q1 2026, its #137 holding.
  • Paladin Advisory Group first reported a position in Carrier Global in Q1 2022 and has held it in 14 quarters since.
  • Paladin Advisory Group's Carrier Global position peaked at $127K in Q3 2023.
  • 1,488 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.