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Smartleaf Asset Management’s Carrier Global CARR Stock Holding History

Smartleaf Asset 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 		$569K Buy
10,473
+1,498
+17% +$88.7K 0.02% 500
2025
Q4 		$480K Buy
8,975
+781
+10% +$43.4K 0.02% 541
2025
Q3 		$485K Buy
8,194
+3,684
+82% +$250K 0.03% 489
2025
Q2 		$332K Sell
4,510
-1,246
-22% -$84.5K 0.03% 456
2025
Q1 		$365K Buy
5,756
+300
+5% +$19.9K 0.04% 426
2024
Q4 		$372K Buy
5,456
+1,430
+36% +$108K 0.04% 387
2024
Q3 		$324K Buy
4,026
+2,100
+109% +$146K 0.04% 367
2024
Q2 		$122K Buy
1,926
+807
+72% +$49.6K 0.02% 518
2024
Q1 		$64.5K Buy
1,119
+972
+661% +$54.6K 0.01% 622
2023
Q4 		$8.47K Buy
+147
New +$7.78K ﹤0.01% 794

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

Smartleaf Asset Management's CARR Position: Q1 2026 in Review

Smartleaf Asset Management increased its Carrier Global (CARR) stake by 17% in Q1 2026, buying an estimated $88.7K and bringing the position to 10,473 shares worth $569K. The position accounts for 0.02% of the portfolio, ranked #500.

Smartleaf Asset Management first reported a position in CARR in Q4 2023 and has held it in 10 quarters since. 1,488 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Smartleaf Asset Management held 10,473 shares of Carrier Global worth $569K as of Q1 2026.
  • Smartleaf Asset Management bought 1,498 Carrier Global shares in Q1 2026, an estimated $88.7K.
  • Carrier Global made up 0.02% of Smartleaf Asset Management's portfolio in Q1 2026, its #500 holding.
  • Smartleaf Asset Management first reported a position in Carrier Global in Q4 2023 and has held it in 10 quarters since.
  • 1,488 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.