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Catalyst Financial Partners’s Carrier Global CARR Stock Holding History

Catalyst Financial Partners’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 		$225K Buy
+3,989
New +$236K 0.03% 342
2025
Q4 		– Sell
-4,112
Closed -$245K – 326
2025
Q3 		$245K Buy
4,112
+69
+2% +$4.69K 0.03% 270
2025
Q2 		$296K Buy
4,043
+215
+6% +$14.6K 0.03% 236
2025
Q1 		$243K Buy
3,828
+130
+4% +$8.64K 0.04% 240
2024
Q4 		$252K Buy
3,698
+210
+6% +$15.8K 0.05% 233
2024
Q3 		$281K Buy
3,488
+101
+3% +$7.03K 0.05% 216
2024
Q2 		$214K Buy
+3,387
New +$208K 0.05% 232

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 $5.72T 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 $1.56T 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

Catalyst Financial Partners's CARR Position: Q1 2026 in Review

Catalyst Financial Partners opened a new position in Carrier Global (CARR) in Q1 2026: 3,989 shares worth $225K. The stake represents 0.03% of the portfolio and ranks #342 among its holdings. This is a return to the name: Catalyst Financial Partners previously reported a position in CARR as recently as Q3 2025.

Catalyst Financial Partners first reported a position in CARR in Q2 2024 and has held it in 7 quarters since. The position peaked at $296K in Q2 2025. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Catalyst Financial Partners held 3,989 shares of Carrier Global worth $225K as of Q1 2026.
  • Carrier Global was a new Catalyst Financial Partners position in Q1 2026.
  • Carrier Global made up 0.03% of Catalyst Financial Partners's portfolio in Q1 2026, its #342 holding.
  • Catalyst Financial Partners first reported a position in Carrier Global in Q2 2024 and has held it in 7 quarters since.
  • Catalyst Financial Partners's Carrier Global position peaked at $296K in Q2 2025.
  • 1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.