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Private Advisor Group’s Carrier Global CARR Stock Holding History

Private Advisor Group’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
2023
Q4 		– Sell
-1,000
Closed -$552 – 2277
2023
Q3 		$552 Buy
+1,000
New +$55K ﹤0.01% 2272

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

Private Advisor Group's CARR Position: Q1 2026 in Review

Private Advisor Group reduced its Carrier Global (CARR) stake by 0.12% in Q1 2026, selling an estimated $5.21K and leaving 73,111 shares worth $4.12M. The position accounts for 0.02% of the portfolio, ranked #729.

Private Advisor Group first reported a position in CARR in Q2 2020 and has held it in 24 quarters since. The position peaked at $8.57M in Q3 2021. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Private Advisor Group held 73,111 shares of Carrier Global worth $4.12M as of Q1 2026.
  • Private Advisor Group sold 88 Carrier Global shares in Q1 2026, an estimated $5.21K.
  • Carrier Global made up 0.02% of Private Advisor Group's portfolio in Q1 2026, its #729 holding.
  • Private Advisor Group first reported a position in Carrier Global in Q2 2020 and has held it in 24 quarters since.
  • Private Advisor Group's Carrier Global position peaked at $8.57M in Q3 2021.
  • 1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.