Rehmann Capital Advisory Group’s Carrier Global CARR Stock Holding History

Rehmann Capital Advisory 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
2026 Q1	$674K	Buy	11,965 +390	+3%	+$23.1K	0.04%	335
2025 Q4	$612K	Sell	11,575 -273	-2%	-$15.2K	0.03%	347
2025 Q3	$707K	Sell	11,848 -235	-2%	-$16K	0.04%	306
2025 Q2	$884K	Buy	12,083 +150	+1%	+$10.2K	0.05%	236
2025 Q1	$757K	Buy	11,933 +444	+4%	+$29.5K	0.05%	270
2024 Q4	$784K	Buy	11,489 +7,174	+166%	+$541K	0.05%	251
2024 Q3	$347K	Sell	4,315 -13	-0.3%	-$905	0.02%	426
2024 Q2	$273K	Sell	4,328 -72	-2%	-$4.42K	0.02%	473
2024 Q1	$256K	Buy	+4,400	New	+$247K	0.02%	492

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

Rehmann Capital Advisory Group's CARR Position: Q1 2026 in Review

Rehmann Capital Advisory Group increased its Carrier Global (CARR) stake by 3.4% in Q1 2026, buying an estimated $23.1K and bringing the position to 11,965 shares worth $674K. The position accounts for 0.04% of the portfolio, ranked #335.

Rehmann Capital Advisory Group first reported a position in CARR in Q1 2024 and has held it in 9 quarters since. The position peaked at $884K in Q2 2025. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

Rehmann Capital Advisory Group held 11,965 shares of Carrier Global worth $674K as of Q1 2026.
Rehmann Capital Advisory Group bought 390 Carrier Global shares in Q1 2026, an estimated $23.1K.
Carrier Global made up 0.04% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #335 holding.
Rehmann Capital Advisory Group first reported a position in Carrier Global in Q1 2024 and has held it in 9 quarters since.
Rehmann Capital Advisory Group's Carrier Global position peaked at $884K in Q2 2025.
1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.