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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
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
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 $1.81T AUM 41.13% 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 $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 $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Catalyst Financial Partners's CARR Position: Q2 2026 in Review

Catalyst Financial Partners increased its Carrier Global (CARR) stake by 5.8% in Q2 2026, buying an estimated $15.1K and bringing the position to 4,220 shares worth $310K. The position accounts for 0.03% of the portfolio, ranked #303.

Catalyst Financial Partners first reported a position in CARR in Q2 2024 and has held it in 8 quarters since. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Catalyst Financial Partners held 4,220 shares of Carrier Global worth $310K as of Q2 2026.
  • Catalyst Financial Partners bought 231 Carrier Global shares in Q2 2026, an estimated $15.1K.
  • Carrier Global made up 0.03% of Catalyst Financial Partners's portfolio in Q2 2026, its #303 holding.
  • Catalyst Financial Partners first reported a position in Carrier Global in Q2 2024 and has held it in 8 quarters since.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.