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River Wealth Advisors’s Carrier Global CARR Stock Holding History

River Wealth Advisors’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 		$480K Sell
8,518
-439
-5% -$26K 0.06% 152
2025
Q4 		$473K Buy
8,957
+410
+5% +$22.8K 0.05% 154
2025
Q3 		$510K Sell
8,547
-56
-0.7% -$3.8K 0.06% 153
2025
Q2 		$630K Buy
8,603
+184
+2% +$12.5K 0.08% 141
2025
Q1 		$534K Sell
8,419
-462
-5% -$30.7K 0.07% 145
2024
Q4 		$606K Sell
8,881
-833
-9% -$62.8K 0.08% 139
2024
Q3 		$782K Buy
9,714
+2
+0% +$139 0.1% 123
2024
Q2 		$613K Sell
9,712
-470
-5% -$28.9K 0.09% 129
2024
Q1 		$592K Buy
10,182
+932
+10% +$52.4K 0.09% 131
2023
Q4 		$531K Sell
9,250
-107
-1% -$5.66K 0.08% 140
2023
Q3 		$517K Sell
9,357
-1,439
-13% -$79.2K 0.09% 137
2023
Q2 		$537K Sell
10,796
-399
-4% -$17.6K 0.09% 142
2023
Q1 		$512K Sell
11,195
-3,637
-25% -$163K 0.09% 146
2022
Q4 		$612K Sell
14,832
-595
-4% -$24.1K 0.12% 134
2022
Q3 		$549K Sell
15,427
-349
-2% -$13.7K 0.12% 133
2022
Q2 		$563K Sell
15,776
-243
-2% -$9.54K 0.1% 140
2022
Q1 		$735K Sell
16,019
-158
-1% -$7.44K 0.12% 129
2021
Q4 		$877K Sell
16,177
-17
-0.1% -$917 0.14% 124
2021
Q3 		$838K Buy
16,194
+574
+4% +$30.9K 0.14% 119
2021
Q2 		$759K Buy
15,620
+241
+2% +$10.8K 0.13% 124
2021
Q1 		$649K Buy
15,379
+2,409
+19% +$93.7K 0.12% 132
2020
Q4 		$489K Buy
12,970
+3,471
+37% +$126K 0.11% 141
2020
Q3 		$290K Buy
+9,499
New +$269K 0.08% 167

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
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

River Wealth Advisors's CARR Position: Q1 2026 in Review

River Wealth Advisors reduced its Carrier Global (CARR) stake by 4.9% in Q1 2026, selling an estimated $26K and leaving 8,518 shares worth $480K. The position accounts for 0.06% of the portfolio, ranked #152.

River Wealth Advisors first reported a position in CARR in Q3 2020 and has held it in 23 quarters since. The position peaked at $877K in Q4 2021. 1,489 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • River Wealth Advisors held 8,518 shares of Carrier Global worth $480K as of Q1 2026.
  • River Wealth Advisors sold 439 Carrier Global shares in Q1 2026, an estimated $26K.
  • Carrier Global made up 0.06% of River Wealth Advisors's portfolio in Q1 2026, its #152 holding.
  • River Wealth Advisors first reported a position in Carrier Global in Q3 2020 and has held it in 23 quarters since.
  • River Wealth Advisors's Carrier Global position peaked at $877K in Q4 2021.
  • 1,489 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.