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PDS Planning’s Carrier Global CARR Stock Holding History

PDS Planning’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 		$207K Buy
+3,678
New +$218K 0.01% 513
2025
Q4 		– Sell
-4,268
Closed -$255K – 557
2025
Q3 		$255K Sell
4,268
-85
-2% -$5.78K 0.02% 425
2025
Q2 		$319K Buy
4,353
+623
+17% +$42.3K 0.02% 337
2025
Q1 		$236K Buy
3,730
+571
+18% +$37.9K 0.02% 387
2024
Q4 		$216K Buy
3,159
+17
+0.5% +$1.28K 0.02% 384
2024
Q3 		$253K Buy
+3,142
New +$219K 0.02% 345
2024
Q2 		– Sell
-3,954
Closed -$230K – 400
2024
Q1 		$230K Buy
3,954
+299
+8% +$16.8K 0.02% 327
2023
Q4 		$210K Sell
3,655
-57
-2% -$3.02K 0.02% 326
2023
Q3 		$205K Buy
+3,712
New +$204K 0.03% 297

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

PDS Planning's CARR Position: Q1 2026 in Review

PDS Planning opened a new position in Carrier Global (CARR) in Q1 2026: 3,678 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #513 among its holdings. This is a return to the name: PDS Planning previously reported a position in CARR as recently as Q3 2025.

PDS Planning first reported a position in CARR in Q3 2023 and has held it in 9 quarters since. The position peaked at $319K in Q2 2025. 1,488 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • PDS Planning held 3,678 shares of Carrier Global worth $207K as of Q1 2026.
  • Carrier Global was a new PDS Planning position in Q1 2026.
  • Carrier Global made up 0.01% of PDS Planning's portfolio in Q1 2026, its #513 holding.
  • PDS Planning first reported a position in Carrier Global in Q3 2023 and has held it in 9 quarters since.
  • PDS Planning's Carrier Global position peaked at $319K in Q2 2025.
  • 1,488 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.