Rakuten Investment Management’s Carrier Global CARR Stock Holding History

Rakuten 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	$6.26M	Buy	115,222 +12,168	+12%	+$720K	0.01%	218
2025 Q4	$5.52M	Buy	103,054 +101,439	+6,281%	+$5.64M	0.02%	256
2025 Q3	$539K	Buy	+1,615	New	+$110K	﹤0.01%	558
2025 Q1	$4.67M	Buy	+73,810	New	+$4.9M	0.02%	220
2024 Q3	$3.79M	Buy	47,048 +11,753	+33%	+$818K	0.02%	146
2024 Q2	$2.23M	Buy	35,295 +13,064	+59%	+$802K	0.01%	163
2024 Q1	$1.29M	Buy	22,231 +20,157	+972%	+$1.13M	0.01%	176
2023 Q4	$120K	Buy	+2,074	New	+$110K	﹤0.01%	156

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

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

Rakuten Investment Management increased its Carrier Global (CARR) stake by 12% in Q1 2026, buying an estimated $720K and bringing the position to 115,222 shares worth $6.26M. The position accounts for 0.01% of the portfolio, ranked #218.

Rakuten Investment Management first reported a position in CARR in Q4 2023 and has held it in 8 quarters since. 1,489 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

Rakuten Investment Management held 115,222 shares of Carrier Global worth $6.26M as of Q1 2026.
Rakuten Investment Management bought 12,168 Carrier Global shares in Q1 2026, an estimated $720K.
Carrier Global made up 0.01% of Rakuten Investment Management's portfolio in Q1 2026, its #218 holding.
Rakuten Investment Management first reported a position in Carrier Global in Q4 2023 and has held it in 8 quarters since.
1,489 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.