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Turning Point Benefit Group’s Carrier Global CARR Stock Holding History

Turning Point Benefit Group’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
-148
Closed -$7.82K – 204
2025
Q4 		$7.82K Sell
148
-5
-3% -$278 ﹤0.01% 260
2025
Q3 		$9.1K Buy
+153
New +$10.4K 0.01% 209

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

Turning Point Benefit Group's CARR Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Carrier Global (CARR) in Q1 2026, closing a stake of 148 shares — an estimated $7.82K sold.

Turning Point Benefit Group first reported a position in CARR in Q3 2025 and held it in 2 quarters. The position peaked at $9.1K in Q3 2025. 1,495 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Carrier Global position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 148 Carrier Global shares in Q1 2026, an estimated $7.82K.
  • Turning Point Benefit Group first reported a position in Carrier Global in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Carrier Global position peaked at $9.1K in Q3 2025.
  • 1,495 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.