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Sunbelt Securities’s Carrier Global CARR Stock Holding History

Sunbelt Securities’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 		$347K Buy
6,158
+51
+0.8% +$3.02K 0.02% 492
2025
Q4 		$323K Sell
6,107
-7
-0.1% -$389 0.02% 515
2025
Q3 		$365K Sell
6,114
-1,562
-20% -$106K 0.03% 466
2025
Q2 		$524K Buy
7,676
+1,393
+22% +$94.5K 0.05% 338
2025
Q1 		$398K Sell
6,283
-1,393
-18% -$92.6K 0.04% 379
2024
Q4 		$524K Sell
7,676
-271
-3% -$20.4K 0.05% 340
2024
Q3 		$640K Buy
7,947
+131
+2% +$9.12K 0.06% 295
2024
Q2 		$493K Sell
7,816
-217
-3% -$13.3K 0.05% 344
2024
Q1 		$467K Buy
8,033
+182
+2% +$10.2K 0.05% 343
2023
Q4 		$451K Sell
7,851
-123
-2% -$6.51K 0.06% 330
2023
Q3 		$440K Sell
7,974
-23
-0.3% -$1.27K 0.06% 311
2023
Q2 		$398K Sell
7,997
-1,015
-11% -$44.7K 0.06% 327
2023
Q1 		$406K Buy
9,012
+990
+12% +$44.3K 0.07% 295
2022
Q4 		$331K Sell
8,022
-161
-2% -$6.53K 0.06% 328
2022
Q3 		$291K Sell
8,183
-159
-2% -$6.26K 0.06% 337
2022
Q2 		$297K Buy
8,342
+554
+7% +$21.7K 0.06% 334
2022
Q1 		$370K Hold
7,788
– – 0.07% 314
2021
Q4 		$359K Sell
7,788
-13
-0.2% -$702 0.06% 332
2021
Q3 		$383K Hold
7,801
– – 0.07% 300
2021
Q2 		$383K Buy
+7,801
New +$349K 0.07% 300

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

Sunbelt Securities's CARR Position: Q1 2026 in Review

Sunbelt Securities increased its Carrier Global (CARR) stake by 0.84% in Q1 2026, buying an estimated $3.02K and bringing the position to 6,158 shares worth $347K. The position accounts for 0.02% of the portfolio, ranked #492.

Sunbelt Securities first reported a position in CARR in Q2 2021 and has held it in 20 quarters since. The position peaked at $640K in Q3 2024. 1,488 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Sunbelt Securities held 6,158 shares of Carrier Global worth $347K as of Q1 2026.
  • Sunbelt Securities bought 51 Carrier Global shares in Q1 2026, an estimated $3.02K.
  • Carrier Global made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #492 holding.
  • Sunbelt Securities first reported a position in Carrier Global in Q2 2021 and has held it in 20 quarters since.
  • Sunbelt Securities's Carrier Global position peaked at $640K in Q3 2024.
  • 1,488 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.