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BOLTON SECURITIES CORPORATION’s Carrier Global CARR Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$775K Buy
+13,761
New +$815K 0.04% 421
2025
Q3 		$1M Buy
+16,776
New +$1.14M 0.05% 368
2025
Q1 		$1.01M Buy
+15,977
New +$1.06M 0.06% 335

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 $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 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 $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's CARR Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Carrier Global (CARR) in Q1 2026: 13,761 shares worth $775K. The stake represents 0.04% of the portfolio and ranks #421 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in CARR as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in CARR in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.01M in Q1 2025. 1,507 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 13,761 shares of Carrier Global worth $775K as of Q1 2026.
  • Carrier Global was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Carrier Global made up 0.04% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #421 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Carrier Global in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's Carrier Global position peaked at $1.01M in Q1 2025.
  • 1,507 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.