QTR Family Wealth’s Carrier Global CARR Stock Holding History

QTR Family Wealth’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	–	Sell	-3,983	Closed	-$262K	–	293
2025 Q4	$262K	Buy	+3,983	New	+$221K	0.12%	206

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

QTR Family Wealth's CARR Position: Q1 2026 in Review

QTR Family Wealth sold out of Carrier Global (CARR) in Q1 2026, closing a stake of 3,983 shares — an estimated $262K sold.

QTR Family Wealth first reported a position in CARR in Q4 2025 and held it in 1 quarter. The position peaked at $262K in Q4 2025. 1,488 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

QTR Family Wealth reported no remaining Carrier Global position as of Q1 2026 after selling out during the quarter.
QTR Family Wealth sold 3,983 Carrier Global shares in Q1 2026, an estimated $262K.
QTR Family Wealth first reported a position in Carrier Global in Q4 2025 and held it in 1 quarter.
QTR Family Wealth's Carrier Global position peaked at $262K in Q4 2025.
1,488 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.