Ted Buchan & Co’s Carrier Global CARR Stock Holding History

Ted Buchan & Co’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	$285K	Hold	5,070	–	–	0.1%	77
2025 Q4	$268K	Hold	5,070	–	–	0.1%	76
2025 Q3	$303K	Hold	5,070	–	–	0.12%	70
2025 Q2	$371K	Hold	5,070	–	–	0.15%	71
2025 Q1	$321K	Hold	5,070	–	–	0.15%	73
2024 Q4	$346K	Hold	5,070	–	–	0.16%	68
2024 Q3	$408K	Hold	5,070	–	–	0.19%	63
2024 Q2	$320K	Hold	5,070	–	–	0.17%	70
2024 Q1	$295K	Hold	5,070	–	–	0.18%	75
2023 Q4	$291K	Hold	5,070	–	–	0.21%	64
2023 Q3	$280K	Hold	5,070	–	–	0.22%	61
2023 Q2	$252K	Buy	5,070 +410	+9%	+$18K	0.19%	69
2023 Q1	$213K	Buy	+4,660	New	+$209K	0.18%	78

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

Ted Buchan & Co's CARR Position: Q1 2026 in Review

Ted Buchan & Co held its Carrier Global (CARR) position steady in Q1 2026 at 5,070 shares worth $285K. The position accounts for 0.1% of the portfolio, ranked #77.

Ted Buchan & Co first reported a position in CARR in Q1 2023 and has held it in 13 quarters since. The position peaked at $408K in Q3 2024. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

Ted Buchan & Co held 5,070 shares of Carrier Global worth $285K as of Q1 2026.
Ted Buchan & Co left its Carrier Global share count unchanged in Q1 2026.
Carrier Global made up 0.1% of Ted Buchan & Co's portfolio in Q1 2026, its #77 holding.
Ted Buchan & Co first reported a position in Carrier Global in Q1 2023 and has held it in 13 quarters since.
Ted Buchan & Co's Carrier Global position peaked at $408K in Q3 2024.
1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Ted Buchan & Co's 13F filing for Q1 2026, filed 14 May 2026.