TD Capital Management’s Carrier Global CARR Stock Holding History

TD Capital Management’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	$39.9K	Sell	708 -80	-10%	-$4.74K	﹤0.01%	274
2025 Q4	$41.6K	Buy	788 +85	+12%	+$4.73K	﹤0.01%	257
2025 Q3	$42K	Sell	703 -198	-22%	-$13.5K	﹤0.01%	243
2025 Q2	$65.9K	Buy	901 +861	+2,153%	+$58.4K	0.01%	196
2025 Q1	$2.54K	Hold	40	–	–	﹤0.01%	445
2024 Q4	$2.73K	Hold	40	–	–	﹤0.01%	412
2024 Q3	$3.22K	Hold	40	–	–	﹤0.01%	376
2024 Q2	$2.52K	Hold	40	–	–	﹤0.01%	349
2024 Q1	$2.33K	Hold	40	–	–	﹤0.01%	373
2023 Q4	$2.3K	Hold	40	–	–	﹤0.01%	362
2023 Q3	$2.21K	Hold	40	–	–	﹤0.01%	361
2023 Q2	$1.99K	Hold	40	–	–	﹤0.01%	367
2023 Q1	$1.83K	Hold	40	–	–	﹤0.01%	367
2022 Q4	$1.65K	Hold	40	–	–	﹤0.01%	345
2022 Q3	$1K	Buy	+40	New	+$1.57K	﹤0.01%	334
2022 Q1	–	Sell	-40	Closed	-$2K	–	134
2021 Q4	$2K	Hold	40	–	–	﹤0.01%	340
2021 Q3	$2K	Hold	40	–	–	﹤0.01%	326
2021 Q2	$2K	Hold	40	–	–	﹤0.01%	315
2021 Q1	$2K	Hold	40	–	–	﹤0.01%	288
2020 Q4	$2K	Hold	40	–	–	﹤0.01%	249
2020 Q3	$1K	Hold	40	–	–	﹤0.01%	243
2020 Q2	$1K	Buy	+40	New	+$743	﹤0.01%	241

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

TD Capital Management's CARR Position: Q1 2026 in Review

TD Capital Management reduced its Carrier Global (CARR) stake by 10% in Q1 2026, selling an estimated $4.74K and leaving 708 shares worth $39.9K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

TD Capital Management first reported a position in CARR in Q2 2020 and has held it in 22 quarters since. The position peaked at $65.9K in Q2 2025. 1,488 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

TD Capital Management held 708 shares of Carrier Global worth $39.9K as of Q1 2026.
TD Capital Management sold 80 Carrier Global shares in Q1 2026, an estimated $4.74K.
Carrier Global made up ﹤0.01% of TD Capital Management's portfolio in Q1 2026, its #274 holding.
TD Capital Management first reported a position in Carrier Global in Q2 2020 and has held it in 22 quarters since.
TD Capital Management's Carrier Global position peaked at $65.9K in Q2 2025.
1,488 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.