Systematic Alpha Investments’s Carrier Global CARR Stock Holding History

Systematic Alpha Investments’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	$1.45M	Hold	25,789	–	–	0.05%	98
2025 Q4	$1.36M	Hold	25,789	–	–	0.04%	95
2025 Q3	$1.54M	Hold	25,789	–	–	0.05%	94
2025 Q2	$1.89M	Hold	25,789	–	–	0.07%	84
2025 Q1	$1.64M	Hold	25,789	–	–	0.06%	87
2024 Q4	$1.76M	Hold	25,789	–	–	0.06%	86
2024 Q3	$2.08M	Hold	25,789	–	–	0.08%	80
2024 Q2	$1.63M	Hold	25,789	–	–	0.06%	86
2024 Q1	$1.5M	Hold	25,789	–	–	0.06%	91
2023 Q4	$1.48M	Hold	25,789	–	–	0.07%	87
2023 Q3	$1.42M	Hold	25,789	–	–	0.07%	84
2023 Q2	$1.28M	Hold	25,789	–	–	0.06%	87
2023 Q1	$1.18M	Hold	25,789	–	–	0.06%	88
2022 Q4	$1.06M	Hold	25,789	–	–	0.05%	92
2022 Q3	$917K	Hold	25,789	–	–	0.06%	87
2022 Q2	$920K	Hold	25,789	–	–	0.05%	94
2022 Q1	$1.18M	Hold	25,789	–	–	0.06%	93
2021 Q4	$1.4M	Hold	25,789	–	–	0.07%	93
2021 Q3	$1.35M	Hold	25,789	–	–	0.06%	98
2021 Q2	$1.46M	Buy	25,789 +689	+3%	+$30.8K	0.07%	91
2021 Q1	$1.06M	Buy	+25,100	New	+$976K	0.07%	91

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

Systematic Alpha Investments's CARR Position: Q1 2026 in Review

Systematic Alpha Investments held its Carrier Global (CARR) position steady in Q1 2026 at 25,789 shares worth $1.45M. The position accounts for 0.05% of the portfolio, ranked #98.

Systematic Alpha Investments first reported a position in CARR in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.08M in Q3 2024. 1,489 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

Systematic Alpha Investments held 25,789 shares of Carrier Global worth $1.45M as of Q1 2026.
Systematic Alpha Investments left its Carrier Global share count unchanged in Q1 2026.
Carrier Global made up 0.05% of Systematic Alpha Investments's portfolio in Q1 2026, its #98 holding.
Systematic Alpha Investments first reported a position in Carrier Global in Q1 2021 and has held it in 21 quarters since.
Systematic Alpha Investments's Carrier Global position peaked at $2.08M in Q3 2024.
1,489 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Systematic Alpha Investments's 13F filing for Q1 2026, filed 18 May 2026.