Sterling Financial Planning’s Carrier Global CARR Stock Holding History

Sterling Financial Planning’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	$283K	Hold	5,027	–	–	0.08%	94
2025 Q4	$266K	Hold	5,027	–	–	0.08%	101
2025 Q3	$300K	Hold	5,027	–	–	0.09%	90
2025 Q2	$368K	Hold	5,027	–	–	0.12%	78
2025 Q1	$319K	Hold	5,027	–	–	0.12%	82
2024 Q4	$343K	Buy	5,027 +27	+0.5%	+$2.04K	0.13%	81
2024 Q3	$402K	Hold	5,000	–	–	0.15%	82
2024 Q2	$315K	Hold	5,000	–	–	0.13%	85
2024 Q1	$291K	Hold	5,000	–	–	0.12%	88
2023 Q4	$287K	Buy	+5,000	New	+$265K	0.12%	83

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

Sterling Financial Planning's CARR Position: Q1 2026 in Review

Sterling Financial Planning held its Carrier Global (CARR) position steady in Q1 2026 at 5,027 shares worth $283K. The position accounts for 0.08% of the portfolio, ranked #94.

Sterling Financial Planning first reported a position in CARR in Q4 2023 and has held it in 10 quarters since. The position peaked at $402K in Q3 2024. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

Sterling Financial Planning held 5,027 shares of Carrier Global worth $283K as of Q1 2026.
Sterling Financial Planning left its Carrier Global share count unchanged in Q1 2026.
Carrier Global made up 0.08% of Sterling Financial Planning's portfolio in Q1 2026, its #94 holding.
Sterling Financial Planning first reported a position in Carrier Global in Q4 2023 and has held it in 10 quarters since.
Sterling Financial Planning's Carrier Global position peaked at $402K in Q3 2024.
1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.