First Affirmative Financial Network
CARR icon

First Affirmative Financial Network’s Carrier Global CARR Stock Holding History

First Affirmative Financial Network’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 		$278K Buy
+5,068
New +$314K 0.06% 312
2026
Q1 		$204K Buy
+3,626
New +$215K 0.08% 298
2025
Q3 		$206K Sell
3,456
-81
-2% -$5.5K 0.1% 265
2025
Q2 		$259K Sell
3,537
-367
-9% -$24.9K 0.13% 198
2025
Q1 		$248K Sell
3,904
-360
-8% -$23.9K 0.15% 188
2024
Q4 		$291K Sell
4,264
-28
-0.7% -$2.11K 0.17% 158
2024
Q3 		$345K Sell
4,292
-124
-3% -$8.63K 0.19% 145
2024
Q2 		$279K Buy
4,416
+102
+2% +$6.26K 0.19% 164
2024
Q1 		$251K Buy
4,314
+254
+6% +$14.3K 0.18% 182
2023
Q4 		$233K Buy
4,060
+352
+9% +$18.6K 0.19% 185
2023
Q3 		$205K Buy
+3,708
New +$204K 0.2% 175

Other funds holding CARR

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Professional Advisory Services
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

First Affirmative Financial Network's CARR Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Carrier Global (CARR) in Q3 2026: 5,068 shares worth $278K. The stake represents 0.06% of the portfolio and ranks #312 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in CARR as recently as Q1 2026.

First Affirmative Financial Network first reported a position in CARR in Q3 2023 and has held it in 11 quarters since. The position peaked at $345K in Q3 2024. 393 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

  • First Affirmative Financial Network held 5,068 shares of Carrier Global worth $278K as of Q3 2026.
  • Carrier Global was a new First Affirmative Financial Network position in Q3 2026.
  • Carrier Global made up 0.06% of First Affirmative Financial Network's portfolio in Q3 2026, its #312 holding.
  • First Affirmative Financial Network first reported a position in Carrier Global in Q3 2023 and has held it in 11 quarters since.
  • First Affirmative Financial Network's Carrier Global position peaked at $345K in Q3 2024.
  • 393 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.