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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
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

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

Farther Finance Advisors's CARR Position: Q2 2026 in Review

Farther Finance Advisors increased its Carrier Global (CARR) stake by 6% in Q2 2026, buying an estimated $82K and bringing the position to 22,325 shares worth $1.64M. The position accounts for 0.01% of the portfolio, ranked #830.

Farther Finance Advisors first reported a position in CARR in Q4 2022 and has held it in 15 quarters since. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Farther Finance Advisors held 22,325 shares of Carrier Global worth $1.64M as of Q2 2026.
  • Farther Finance Advisors bought 1,254 Carrier Global shares in Q2 2026, an estimated $82K.
  • Carrier Global made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #830 holding.
  • Farther Finance Advisors first reported a position in Carrier Global in Q4 2022 and has held it in 15 quarters since.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.