Peddock Capital Advisors’s Carrier Global CARR Stock Holding History

Peddock Capital Advisors’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	$218K	Sell	3,880 -1,076	-22%	-$63.7K	0.05%	155
2025 Q4	$262K	Sell	4,956 -204	-4%	-$11.3K	0.05%	139
2025 Q3	$308K	Hold	5,160	–	–	0.07%	133
2025 Q2	$378K	Hold	5,160	–	–	0.09%	120
2025 Q1	$327K	Sell	5,160 -3	-0.1%	-$199	0.08%	128
2024 Q4	$352K	Sell	5,163 -6	-0.1%	-$453	0.08%	123
2024 Q3	$416K	Hold	5,169	–	–	0.1%	114
2024 Q2	$326K	Sell	5,169 -337	-6%	-$20.7K	0.08%	122
2024 Q1	$320K	Hold	5,506	–	–	0.08%	128
2023 Q4	$316K	Buy	5,506 +376	+7%	+$19.9K	0.1%	121
2023 Q3	$283K	Hold	5,130	–	–	0.09%	122
2023 Q2	$255K	Buy	5,130 +300	+6%	+$13.2K	0.08%	129
2023 Q1	$221K	Buy	+4,830	New	+$216K	0.08%	141
2022 Q1	–	Sell	-4,280	Closed	-$232K	–	158
2021 Q4	$232K	Hold	4,280	–	–	0.08%	135
2021 Q3	$222K	Hold	4,280	–	–	0.08%	133
2021 Q2	$236K	Buy	+4,280	New	+$191K	0.08%	131
2021 Q1	–	Sell	-3,358	Closed	-$127K	–	169
2020 Q4	$127K	Buy	+3,358	New	+$122K	0.07%	127

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

Peddock Capital Advisors's CARR Position: Q1 2026 in Review

Peddock Capital Advisors reduced its Carrier Global (CARR) stake by 22% in Q1 2026, selling an estimated $63.7K and leaving 3,880 shares worth $218K. The position accounts for 0.05% of the portfolio, ranked #155.

Peddock Capital Advisors first reported a position in CARR in Q4 2020 and has held it in 17 quarters since. The position peaked at $416K in Q3 2024. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

Peddock Capital Advisors held 3,880 shares of Carrier Global worth $218K as of Q1 2026.
Peddock Capital Advisors sold 1,076 Carrier Global shares in Q1 2026, an estimated $63.7K.
Carrier Global made up 0.05% of Peddock Capital Advisors's portfolio in Q1 2026, its #155 holding.
Peddock Capital Advisors first reported a position in Carrier Global in Q4 2020 and has held it in 17 quarters since.
Peddock Capital Advisors's Carrier Global position peaked at $416K in Q3 2024.
1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Peddock Capital Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.