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 Q3	$228K	Sell	4,160 -60	-1%	-$3.72K	0.02%	390
2026 Q2	$310K	Buy	4,220 +231	+6%	+$15.1K	0.03%	303
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 Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Catalyst Financial Partners's CARR Position: Q3 2026 in Review

Catalyst Financial Partners reduced its Carrier Global (CARR) stake by 1.4% in Q3 2026, selling an estimated $3.72K and leaving 4,160 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #390.

Catalyst Financial Partners first reported a position in CARR in Q2 2024 and has held it in 9 quarters since. The position peaked at $310K in Q2 2026. 1,227 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

Catalyst Financial Partners held 4,160 shares of Carrier Global worth $228K as of Q3 2026.
Catalyst Financial Partners sold 60 Carrier Global shares in Q3 2026, an estimated $3.72K.
Carrier Global made up 0.02% of Catalyst Financial Partners's portfolio in Q3 2026, its #390 holding.
Catalyst Financial Partners first reported a position in Carrier Global in Q2 2024 and has held it in 9 quarters since.
Catalyst Financial Partners's Carrier Global position peaked at $310K in Q2 2026.
1,227 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on Catalyst Financial Partners's 13F filing for Q3 2026, filed 6 Nov 2026.