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Strategic Planning Inc’s Carrier Global CARR Stock Holding History

Strategic Planning 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 		$427K Buy
7,578
+28
+0.4% +$1.66K 0.21% 38
2025
Q4 		$399K Sell
7,550
-87
-1% -$4.84K 0.22% 38
2025
Q3 		$456K Buy
7,637
+26
+0.3% +$1.77K 0.26% 36
2025
Q2 		$557K Sell
7,611
-36
-0.5% -$2.44K 0.33% 36
2025
Q1 		$485K Buy
+7,647
New +$508K 0.27% 38

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

Strategic Planning Inc's CARR Position: Q1 2026 in Review

Strategic Planning Inc increased its Carrier Global (CARR) stake by 0.37% in Q1 2026, buying an estimated $1.66K and bringing the position to 7,578 shares worth $427K. The position accounts for 0.21% of the portfolio, ranked #38.

Strategic Planning Inc first reported a position in CARR in Q1 2025 and has held it in 5 quarters since. The position peaked at $557K in Q2 2025. 1,488 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Strategic Planning Inc held 7,578 shares of Carrier Global worth $427K as of Q1 2026.
  • Strategic Planning Inc bought 28 Carrier Global shares in Q1 2026, an estimated $1.66K.
  • Carrier Global made up 0.21% of Strategic Planning Inc's portfolio in Q1 2026, its #38 holding.
  • Strategic Planning Inc first reported a position in Carrier Global in Q1 2025 and has held it in 5 quarters since.
  • Strategic Planning Inc's Carrier Global position peaked at $557K in Q2 2025.
  • 1,488 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Strategic Planning Inc's 13F filing for Q1 2026, filed 18 May 2026.