TigerOak Management’s Carrier Global CARR Stock Holding History

TigerOak 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	$235K	Hold	4,167	–	–	0.07%	111
2025 Q4	$220K	Hold	4,167	–	–	0.07%	113
2025 Q3	$249K	Hold	4,167	–	–	0.08%	101
2025 Q2	$305K	Sell	4,167 -15	-0.4%	-$1.02K	0.1%	88
2025 Q1	$265K	Sell	4,182 -12	-0.3%	-$797	0.1%	90
2024 Q4	$286K	Buy	+4,194	New	+$316K	0.1%	88

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

TigerOak Management's CARR Position: Q1 2026 in Review

TigerOak Management held its Carrier Global (CARR) position steady in Q1 2026 at 4,167 shares worth $235K. The position accounts for 0.07% of the portfolio, ranked #111.

TigerOak Management first reported a position in CARR in Q4 2024 and has held it in 6 quarters since. The position peaked at $305K in Q2 2025. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

TigerOak Management held 4,167 shares of Carrier Global worth $235K as of Q1 2026.
TigerOak Management left its Carrier Global share count unchanged in Q1 2026.
Carrier Global made up 0.07% of TigerOak Management's portfolio in Q1 2026, its #111 holding.
TigerOak Management first reported a position in Carrier Global in Q4 2024 and has held it in 6 quarters since.
TigerOak Management's Carrier Global position peaked at $305K in Q2 2025.
1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on TigerOak Management's 13F filing for Q1 2026, filed 21 Apr 2026.