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Wealthspire Advisors (New York)’s Carrier Global CARR Stock Holding History

Wealthspire Advisors (New York)’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 		$310K Sell
5,506
-4,238
-43% -$251K ﹤0.01% 713
2025
Q4 		$515K Buy
9,744
+4,901
+101% +$272K ﹤0.01% 593
2025
Q3 		$289K Sell
4,843
-425
-8% -$28.9K ﹤0.01% 686
2025
Q2 		$386K Buy
5,268
+592
+13% +$40.2K ﹤0.01% 603
2025
Q1 		$296K Buy
4,676
+203
+5% +$13.5K ﹤0.01% 642
2024
Q4 		$305K Buy
4,473
+161
+4% +$12.1K ﹤0.01% 639
2024
Q3 		$347K Hold
4,312
– – ﹤0.01% 586
2024
Q2 		$272K Sell
4,312
-4,346
-50% -$267K ﹤0.01% 559
2024
Q1 		$503K Sell
8,658
-471
-5% -$26.5K 0.01% 426
2023
Q4 		$524K Buy
9,129
+387
+4% +$20.5K 0.01% 411
2023
Q3 		$483K Buy
8,742
+67
+0.8% +$3.69K 0.01% 401
2023
Q2 		$431K Sell
8,675
-421
-5% -$18.5K 0.01% 391
2023
Q1 		$416K Sell
9,096
-5,552
-38% -$248K 0.01% 381
2022
Q4 		$604K Buy
14,648
+1,639
+13% +$66.5K 0.01% 346
2022
Q3 		$463K Buy
+13,009
New +$512K 0.01% 346
2022
Q1 		– Sell
-5,707
Closed -$310K – 449
2021
Q4 		$310K Sell
5,707
-26
-0.5% -$1.4K 0.01% 410
2021
Q3 		$297K Buy
+5,733
New +$309K 0.01% 463
2021
Q2 		– Sell
-9,418
Closed -$398K – 417
2021
Q1 		$398K Buy
9,418
+1,626
+21% +$63.2K 0.01% 461
2020
Q4 		$294K Buy
+7,792
New +$282K 0.01% 441

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
JP Morgan Chase New York $1.56T AUM 27.86% 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 $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wealthspire Advisors (New York)'s CARR Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Carrier Global (CARR) stake by 43% in Q1 2026, selling an estimated $251K and leaving 5,506 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Wealthspire Advisors (New York) first reported a position in CARR in Q4 2020 and has held it in 19 quarters since. The position peaked at $604K in Q4 2022. 1,492 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Wealthspire Advisors (New York) held 5,506 shares of Carrier Global worth $310K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 4,238 Carrier Global shares in Q1 2026, an estimated $251K.
  • Carrier Global made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #713 holding.
  • Wealthspire Advisors (New York) first reported a position in Carrier Global in Q4 2020 and has held it in 19 quarters since.
  • Wealthspire Advisors (New York)'s Carrier Global position peaked at $604K in Q4 2022.
  • 1,492 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.