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 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

First Affirmative Financial Network's CARR Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in Carrier Global (CARR) in Q1 2026: 3,626 shares worth $204K. The stake represents 0.08% of the portfolio and ranks #298 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in CARR as recently as Q3 2025.

First Affirmative Financial Network first reported a position in CARR in Q3 2023 and has held it in 10 quarters since. The position peaked at $345K in Q3 2024. 1,488 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

First Affirmative Financial Network held 3,626 shares of Carrier Global worth $204K as of Q1 2026.
Carrier Global was a new First Affirmative Financial Network position in Q1 2026.
Carrier Global made up 0.08% of First Affirmative Financial Network's portfolio in Q1 2026, its #298 holding.
First Affirmative Financial Network first reported a position in Carrier Global in Q3 2023 and has held it in 10 quarters since.
First Affirmative Financial Network's Carrier Global position peaked at $345K in Q3 2024.
1,488 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.