R Squared’s Carrier Global CARR Stock Holding History

R Squared’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	-5,462	Closed	-$289K	–	514
2025 Q4	$289K	Buy	+5,462	New	+$304K	0.13%	240

Other funds holding CARR

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

R Squared's CARR Position: Q1 2026 in Review

R Squared sold out of Carrier Global (CARR) in Q1 2026, closing a stake of 5,462 shares — an estimated $289K sold.

R Squared first reported a position in CARR in Q4 2025 and held it in 1 quarter. The position peaked at $289K in Q4 2025. 1,495 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

R Squared reported no remaining Carrier Global position as of Q1 2026 after selling out during the quarter.
R Squared sold 5,462 Carrier Global shares in Q1 2026, an estimated $289K.
R Squared first reported a position in Carrier Global in Q4 2025 and held it in 1 quarter.
R Squared's Carrier Global position peaked at $289K in Q4 2025.
1,495 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.