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Pinnacle Associates’s Carrier Global CARR Stock Holding History

Pinnacle Associates’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 		$2.45M Buy
43,575
+1,628
+4% +$96.4K 0.03% 365
2025
Q4 		$2.22M Buy
41,947
+2,881
+7% +$160K 0.03% 383
2025
Q3 		$2.33M Sell
39,066
-556
-1% -$37.8K 0.03% 366
2025
Q2 		$2.9M Sell
39,622
-101
-0.3% -$6.85K 0.04% 328
2025
Q1 		$2.52M Buy
39,723
+1,657
+4% +$110K 0.04% 339
2024
Q4 		$2.6M Sell
38,066
-2,587
-6% -$195K 0.04% 338
2024
Q3 		$2.34M Buy
40,653
+1,534
+4% +$107K 0.04% 347
2024
Q2 		$2.47M Sell
39,119
-230
-0.6% -$14.1K 0.04% 340
2024
Q1 		$2.29M Sell
39,349
-1,304
-3% -$73.3K 0.04% 355
2023
Q4 		$2.34M Sell
40,653
-215
-0.5% -$11.4K 0.04% 351
2023
Q3 		$2.26M Sell
40,868
-333
-0.8% -$18.3K 0.04% 336
2023
Q2 		$2.05M Buy
41,201
+21,661
+111% +$953K 0.04% 356
2023
Q1 		$894K Buy
19,540
+1,581
+9% +$70.8K 0.02% 430
2022
Q4 		$741K Sell
17,959
-1,287
-7% -$52.2K 0.02% 445
2022
Q3 		$684K Buy
19,246
+140
+0.7% +$5.51K 0.02% 451
2022
Q2 		$681K Buy
19,106
+6
+0% +$236 0.01% 476
2022
Q1 		$876K Sell
19,100
-877
-4% -$41.3K 0.02% 470
2021
Q4 		$1.08M Buy
19,977
+2,597
+15% +$140K 0.02% 438
2021
Q3 		$900K Sell
17,380
-225
-1% -$12.1K 0.02% 459
2021
Q2 		$856K Sell
17,605
-466
-3% -$20.8K 0.02% 457
2021
Q1 		$763K Buy
18,071
+50
+0.3% +$1.94K 0.01% 454
2020
Q4 		$680K Sell
18,021
-366
-2% -$13.2K 0.01% 463
2020
Q3 		$562K Sell
18,387
-1,637
-8% -$46.3K 0.01% 473
2020
Q2 		$445K Buy
+20,024
New +$372K 0.01% 505

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

Pinnacle Associates's CARR Position: Q1 2026 in Review

Pinnacle Associates increased its Carrier Global (CARR) stake by 3.9% in Q1 2026, buying an estimated $96.4K and bringing the position to 43,575 shares worth $2.45M. The position accounts for 0.03% of the portfolio, ranked #365.

Pinnacle Associates first reported a position in CARR in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.9M in Q2 2025. 1,489 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Pinnacle Associates held 43,575 shares of Carrier Global worth $2.45M as of Q1 2026.
  • Pinnacle Associates bought 1,628 Carrier Global shares in Q1 2026, an estimated $96.4K.
  • Carrier Global made up 0.03% of Pinnacle Associates's portfolio in Q1 2026, its #365 holding.
  • Pinnacle Associates first reported a position in Carrier Global in Q2 2020 and has held it in 24 quarters since.
  • Pinnacle Associates's Carrier Global position peaked at $2.9M in Q2 2025.
  • 1,489 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.