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Summit Financial’s Carrier Global CARR Stock Holding History

Summit Financial’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 		$812K Buy
14,426
+408
+3% +$24.2K 0.01% 845
2025
Q4 		$741K Sell
14,018
-1,647
-11% -$91.6K 0.01% 765
2025
Q3 		$935K Buy
+15,665
New +$1.06M 0.01% 676

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

Summit Financial's CARR Position: Q1 2026 in Review

Summit Financial increased its Carrier Global (CARR) stake by 2.9% in Q1 2026, buying an estimated $24.2K and bringing the position to 14,426 shares worth $812K. The position accounts for 0.01% of the portfolio, ranked #845.

Summit Financial first reported a position in CARR in Q3 2025 and has held it in 3 quarters since. The position peaked at $935K in Q3 2025. 1,489 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Summit Financial held 14,426 shares of Carrier Global worth $812K as of Q1 2026.
  • Summit Financial bought 408 Carrier Global shares in Q1 2026, an estimated $24.2K.
  • Carrier Global made up 0.01% of Summit Financial's portfolio in Q1 2026, its #845 holding.
  • Summit Financial first reported a position in Carrier Global in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's Carrier Global position peaked at $935K in Q3 2025.
  • 1,489 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.