FFA
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Farther Finance Advisors’s Carrier Global CARR Stock Holding History

Farther Finance Advisors’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 		$1.64M Buy
29,843
+7,518
+34% +$466K 0.01% 867
2026
Q2 		$1.64M Buy
22,325
+1,254
+6% +$82K 0.01% 830
2026
Q1 		$1.2M Buy
21,071
+5,350
+34% +$317K 0.01% 870
2025
Q4 		$831K Buy
15,721
+6,596
+72% +$367K 0.01% 994
2025
Q3 		$545K Sell
9,125
-1,818
-17% -$124K 0.01% 1032
2025
Q2 		$801K Buy
10,943
+1,279
+13% +$86.8K 0.02% 692
2025
Q1 		$614K Buy
9,664
+2,570
+36% +$171K 0.02% 694
2024
Q4 		$484K Sell
7,094
-104
-1% -$7.84K 0.02% 597
2024
Q3 		$579K Buy
7,198
+294
+4% +$20.5K 0.02% 533
2024
Q2 		$427K Buy
6,904
+1,843
+36% +$113K 0.02% 537
2024
Q1 		$290K Sell
5,061
-48
-0.9% -$2.7K 0.02% 566
2023
Q4 		$294K Buy
5,109
+1,643
+47% +$86.9K 0.02% 455
2023
Q3 		$191K Buy
3,466
+2,262
+188% +$124K 0.03% 399
2023
Q2 		$59.9K Sell
1,204
-67
-5% -$2.95K 0.01% 611
2023
Q1 		$58.1K Buy
1,271
+547
+76% +$24.5K 0.02% 567
2022
Q4 		$29.9K Buy
+724
New +$29.4K 0.01% 611

Other funds holding CARR

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors's CARR Position: Q3 2026 in Review

Farther Finance Advisors increased its Carrier Global (CARR) stake by 34% in Q3 2026, buying an estimated $466K and bringing the position to 29,843 shares worth $1.64M. The position accounts for 0.01% of the portfolio, ranked #867.

Farther Finance Advisors first reported a position in CARR in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.64M in Q2 2026. 55 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

  • Farther Finance Advisors held 29,843 shares of Carrier Global worth $1.64M as of Q3 2026.
  • Farther Finance Advisors bought 7,518 Carrier Global shares in Q3 2026, an estimated $466K.
  • Carrier Global made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #867 holding.
  • Farther Finance Advisors first reported a position in Carrier Global in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Carrier Global position peaked at $1.64M in Q2 2026.
  • 55 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.