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SageView Advisory Group’s Carrier Global CARR Stock Holding History

SageView 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 		– Sell
-1,734
Closed -$91.7K – 871
2025
Q4 		$91.7K Buy
+1,734
New +$96.4K ﹤0.01% 853

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SageView Advisory Group's CARR Position: Q1 2026 in Review

SageView Advisory Group sold out of Carrier Global (CARR) in Q1 2026, closing a stake of 1,734 shares — an estimated $91.7K sold.

SageView Advisory Group first reported a position in CARR in Q4 2025 and held it in 1 quarter. The position peaked at $91.7K in Q4 2025. 1,500 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • SageView Advisory Group reported no remaining Carrier Global position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,734 Carrier Global shares in Q1 2026, an estimated $91.7K.
  • SageView Advisory Group first reported a position in Carrier Global in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Carrier Global position peaked at $91.7K in Q4 2025.
  • 1,500 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.