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Tucker Asset Management’s Carrier Global CARR Stock Holding History

Tucker Asset 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 		– Sell
-109
Closed -$5.76K – 471
2025
Q4 		$5.76K Buy
+109
New +$6.06K ﹤0.01% 672
2025
Q1 		– Sell
-225
Closed -$15.4K – 397
2024
Q4 		$15.4K Hold
225
– – ﹤0.01% 629
2024
Q3 		$18.1K Sell
225
-8,622
-97% -$600K ﹤0.01% 568
2024
Q2 		$558K Buy
8,847
+174
+2% +$10.7K 0.12% 53
2024
Q1 		$504K Sell
8,673
-106
-1% -$5.96K 0.12% 59
2023
Q4 		$504K Sell
8,779
-440
-5% -$23.3K 0.13% 61
2023
Q3 		$509K Hold
9,219
– – 0.14% 63
2023
Q2 		$458K Hold
9,219
– – 0.13% 40
2023
Q1 		$422K Hold
9,219
– – 0.13% 36
2022
Q4 		$386K Hold
9,219
– – 0.12% 24
2022
Q3 		$367K Sell
9,219
-128
-1% -$5.04K 0.12% 19
2022
Q2 		$333K Buy
9,347
+128
+1% +$5.03K 0.11% 15
2022
Q1 		$423K Buy
9,219
+74
+0.8% +$3.48K 0.13% 11
2021
Q4 		$490K Buy
9,145
+74
+0.8% +$3.99K 0.16% 8
2021
Q3 		$474K Sell
9,071
-150
-2% -$8.07K 0.17% 8
2021
Q2 		$448K Hold
9,221
– – 0.2% 8
2021
Q1 		$389K Hold
9,221
– – 0.21% 9
2020
Q4 		$348K Buy
+9,221
New +$334K 0.21% 16

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Tucker Asset Management's CARR Position: Q1 2026 in Review

Tucker Asset Management sold out of Carrier Global (CARR) in Q1 2026, closing a stake of 109 shares — an estimated $5.76K sold.

Tucker Asset Management first reported a position in CARR in Q4 2020 and held it in 18 quarters. The position peaked at $558K in Q2 2024. 1,497 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Tucker Asset Management reported no remaining Carrier Global position as of Q1 2026 after selling out during the quarter.
  • Tucker Asset Management sold 109 Carrier Global shares in Q1 2026, an estimated $5.76K.
  • Tucker Asset Management first reported a position in Carrier Global in Q4 2020 and held it in 18 quarters.
  • Tucker Asset Management's Carrier Global position peaked at $558K in Q2 2024.
  • 1,497 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.