AAG
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Accordant Advisory Group’s Carrier Global CARR Stock Holding History

Accordant Advisory 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
-112
Closed -$5.92K – 240
2025
Q4 		$5.92K Sell
112
-250
-69% -$13.9K ﹤0.01% 142
2025
Q3 		$21.6K Hold
362
– – 0.01% 114
2025
Q2 		$26.5K Hold
362
– – 0.02% 107
2025
Q1 		$23K Hold
362
– – 0.02% 91
2024
Q4 		$24.7K Hold
362
– – 0.02% 94
2024
Q3 		$29.1K Buy
362
+112
+45% +$7.8K 0.02% 92
2024
Q2 		$15.8K Buy
+250
New +$15.4K 0.01% 113

Other funds holding CARR

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BlackRock
BlackRock New York $5.7T 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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $295B AUM 31.6% 1-Year Est. Return