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Tandem Financial’s Carrier Global CARR Stock Holding History

Tandem 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 		$529K Sell
9,386
-2,867
-23% -$170K 0.17% 72
2025
Q4 		$839K Buy
12,253
+1,811
+17% +$101K 1.01% 22
2025
Q3 		$623K Sell
10,442
-1,184
-10% -$80.4K 0.23% 59
2025
Q2 		$851K Sell
11,626
-178
-2% -$12.1K 0.79% 28
2025
Q1 		$748K Sell
11,804
-639
-5% -$42.5K 0.81% 29
2024
Q4 		$852K Buy
+12,443
New +$939K 0.9% 24

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $336B AUM 34.66% 1-Year Est. Return

Tandem Financial's CARR Position: Q1 2026 in Review

Tandem Financial reduced its Carrier Global (CARR) stake by 23% in Q1 2026, selling an estimated $170K and leaving 9,386 shares worth $529K. The position accounts for 0.17% of the portfolio, ranked #72.

Tandem Financial first reported a position in CARR in Q4 2024 and has held it in 6 quarters since. The position peaked at $852K in Q4 2024. 1,492 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Tandem Financial held 9,386 shares of Carrier Global worth $529K as of Q1 2026.
  • Tandem Financial sold 2,867 Carrier Global shares in Q1 2026, an estimated $170K.
  • Carrier Global made up 0.17% of Tandem Financial's portfolio in Q1 2026, its #72 holding.
  • Tandem Financial first reported a position in Carrier Global in Q4 2024 and has held it in 6 quarters since.
  • Tandem Financial's Carrier Global position peaked at $852K in Q4 2024.
  • 1,492 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Tandem Financial's 13F filing for Q1 2026, filed 8 May 2026.