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Savvy Advisors Inc’s Carrier Global CARR Stock Holding History

Savvy Advisors Inc’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 		$700K Buy
12,427
+3,985
+47% +$236K 0.02% 550
2025
Q4 		$446K Buy
8,442
+1,338
+19% +$74.4K 0.01% 612
2025
Q3 		$424K Buy
7,104
+2,471
+53% +$168K 0.02% 484
2025
Q2 		$339K Buy
4,633
+1,012
+28% +$68.7K 0.02% 458
2025
Q1 		$230K Buy
3,621
+416
+13% +$27.6K 0.02% 452
2024
Q4 		$219K Buy
+3,205
New +$242K 0.03% 410

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

Savvy Advisors Inc's CARR Position: Q1 2026 in Review

Savvy Advisors Inc increased its Carrier Global (CARR) stake by 47% in Q1 2026, buying an estimated $236K and bringing the position to 12,427 shares worth $700K. The position accounts for 0.02% of the portfolio, ranked #550.

Savvy Advisors Inc first reported a position in CARR in Q4 2024 and has held it in 6 quarters since. 1,488 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Savvy Advisors Inc held 12,427 shares of Carrier Global worth $700K as of Q1 2026.
  • Savvy Advisors Inc bought 3,985 Carrier Global shares in Q1 2026, an estimated $236K.
  • Carrier Global made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #550 holding.
  • Savvy Advisors Inc first reported a position in Carrier Global in Q4 2024 and has held it in 6 quarters since.
  • 1,488 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.