Raleigh Capital Management’s Carrier Global CARR Stock Holding History

Raleigh Capital 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	–	Sell	-15	Closed	-$888	–	747
2025 Q4	$801	Buy	+15	New	+$834	﹤0.01%	437
2025 Q3	–	Sell	-316	Closed	-$21.5K	–	518
2025 Q2	$23.1K	Buy	+316	New	+$21.4K	0.01%	313
2025 Q1	–	Sell	-327	Closed	-$22.3K	–	642
2024 Q4	$22.3K	Sell	327 -60	-16%	-$4.53K	0.01%	433
2024 Q3	$31.1K	Buy	387 +75	+24%	+$5.22K	0.01%	382
2024 Q2	$19.7K	Sell	312 -190	-38%	-$11.7K	0.01%	428
2024 Q1	$29.2K	Buy	502 +442	+737%	+$24.8K	0.01%	375
2023 Q4	$3.45K	Buy	+60	New	+$3.17K	﹤0.01%	804
2022 Q1	–	Sell	-3	Closed	–	–	606
2021 Q4	$0	Buy	+3	New	+$162	﹤0.01%	309

Other funds holding CARR

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Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T 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

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