Plato Investment Management’s Carrier Global CARR Stock Holding History

Plato Investment Management’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	$629K	Hold	11,159	–	–	0.04%	330
2025 Q4	$593K	Sell	11,159 -1,190	-10%	-$66.2K	0.04%	331
2025 Q3	$732K	Hold	12,349	–	–	0.05%	306
2025 Q2	$901K	Buy	12,349 +6,781	+122%	+$460K	0.07%	275
2025 Q1	$357K	Hold	5,568	–	–	0.03%	356
2024 Q4	$381K	Sell	5,568 -4,615	-45%	-$348K	0.03%	365
2024 Q3	$819K	Hold	10,183	–	–	0.07%	268
2024 Q2	$642K	Sell	10,183 -16,198	-61%	-$995K	0.06%	256
2024 Q1	$1.53M	Buy	26,381 +25,866	+5,023%	+$1.45M	0.16%	155
2023 Q4	$29.6K	Buy	+515	New	+$27.3K	0.04%	282

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

Plato Investment Management's CARR Position: Q1 2026 in Review

Plato Investment Management held its Carrier Global (CARR) position steady in Q1 2026 at 11,159 shares worth $629K. The position accounts for 0.04% of the portfolio, ranked #330.

Plato Investment Management first reported a position in CARR in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.53M in Q1 2024. 1,488 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

Plato Investment Management held 11,159 shares of Carrier Global worth $629K as of Q1 2026.
Plato Investment Management left its Carrier Global share count unchanged in Q1 2026.
Carrier Global made up 0.04% of Plato Investment Management's portfolio in Q1 2026, its #330 holding.
Plato Investment Management first reported a position in Carrier Global in Q4 2023 and has held it in 10 quarters since.
Plato Investment Management's Carrier Global position peaked at $1.53M in Q1 2024.
1,488 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.