Premier Path Wealth Partners’s Carrier Global CARR Stock Holding History

Premier Path Wealth Partners’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	$251K	Buy	+4,453	New	+$264K	0.03%	368
2025 Q4	–	Sell	-4,875	Closed	-$291K	–	398
2025 Q3	$291K	Sell	4,875 -88	-2%	-$5.98K	0.04%	338
2025 Q2	$363K	Buy	4,963 +578	+13%	+$39.2K	0.05%	292
2025 Q1	$278K	Buy	4,385 +271	+7%	+$18K	0.04%	313
2024 Q4	$281K	Buy	4,114 +68	+2%	+$5.13K	0.04%	314
2024 Q3	$326K	Buy	4,046 +57	+1%	+$3.97K	0.05%	287
2024 Q2	$252K	Buy	3,989 +220	+6%	+$13.5K	0.04%	323
2024 Q1	$219K	Sell	3,769 -453	-11%	-$25.5K	0.04%	319
2023 Q4	$243K	Buy	+4,222	New	+$223K	0.05%	291

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

Premier Path Wealth Partners's CARR Position: Q1 2026 in Review

Premier Path Wealth Partners opened a new position in Carrier Global (CARR) in Q1 2026: 4,453 shares worth $251K. The stake represents 0.03% of the portfolio and ranks #368 among its holdings. This is a return to the name: Premier Path Wealth Partners previously reported a position in CARR as recently as Q3 2025.

Premier Path Wealth Partners first reported a position in CARR in Q4 2023 and has held it in 9 quarters since. The position peaked at $363K in Q2 2025. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

Premier Path Wealth Partners held 4,453 shares of Carrier Global worth $251K as of Q1 2026.
Carrier Global was a new Premier Path Wealth Partners position in Q1 2026.
Carrier Global made up 0.03% of Premier Path Wealth Partners's portfolio in Q1 2026, its #368 holding.
Premier Path Wealth Partners first reported a position in Carrier Global in Q4 2023 and has held it in 9 quarters since.
Premier Path Wealth Partners's Carrier Global position peaked at $363K in Q2 2025.
1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.