SWM
CARR icon

SHP Wealth Management’s Carrier Global CARR Stock Holding History

SHP Wealth Management’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 		$600K Buy
10,654
+6
+0.1% +$355 0.05% 134
2025
Q4 		$563K Buy
+10,648
New +$592K 0.04% 136

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $336B AUM 34.66% 1-Year Est. Return

SHP Wealth Management's CARR Position: Q1 2026 in Review

SHP Wealth Management increased its Carrier Global (CARR) stake by 0.06% in Q1 2026, buying an estimated $355 and bringing the position to 10,654 shares worth $600K. The position accounts for 0.05% of the portfolio, ranked #134.

SHP Wealth Management first reported a position in CARR in Q4 2025 and has held it in 2 quarters since. 1,492 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • SHP Wealth Management held 10,654 shares of Carrier Global worth $600K as of Q1 2026.
  • SHP Wealth Management bought 6 Carrier Global shares in Q1 2026, an estimated $355.
  • Carrier Global made up 0.05% of SHP Wealth Management's portfolio in Q1 2026, its #134 holding.
  • SHP Wealth Management first reported a position in Carrier Global in Q4 2025 and has held it in 2 quarters since.
  • 1,492 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.