Sagespring Wealth Partners’s Carrier Global CARR Stock Holding History

Sagespring Wealth Partners’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	$564K	Buy	10,022 +601	+6%	+$35.6K	0.01%	467
2025 Q4	$498K	Sell	9,421 -1,432	-13%	-$79.6K	0.01%	475
2025 Q3	$648K	Buy	10,853 +226	+2%	+$15.4K	0.01%	404
2025 Q2	$778K	Sell	10,627 -80	-0.7%	-$5.43K	0.02%	341
2025 Q1	$679K	Buy	10,707 +1,373	+15%	+$91.2K	0.02%	322
2024 Q4	$637K	Buy	+9,334	New	+$704K	0.02%	296

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

Sagespring Wealth Partners's CARR Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Carrier Global (CARR) stake by 6.4% in Q1 2026, buying an estimated $35.6K and bringing the position to 10,022 shares worth $564K. The position accounts for 0.01% of the portfolio, ranked #467.

Sagespring Wealth Partners first reported a position in CARR in Q4 2024 and has held it in 6 quarters since. The position peaked at $778K in Q2 2025. 1,489 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

Sagespring Wealth Partners held 10,022 shares of Carrier Global worth $564K as of Q1 2026.
Sagespring Wealth Partners bought 601 Carrier Global shares in Q1 2026, an estimated $35.6K.
Carrier Global made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #467 holding.
Sagespring Wealth Partners first reported a position in Carrier Global in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's Carrier Global position peaked at $778K in Q2 2025.
1,489 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.