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First Foundation Advisors’s Carrier Global CARR Stock Holding History

First Foundation 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
Q1 		$208K Buy
+3,686
New +$218K 0.01% 322
2025
Q4 		– Sell
-3,781
Closed -$226K – 343
2025
Q3 		$226K Sell
3,781
-250
-6% -$17K 0.01% 308
2025
Q2 		$295K Buy
+4,031
New +$274K 0.01% 290
2024
Q3 		– Sell
-1,708
Closed -$108K – 365
2024
Q2 		$108K Sell
1,708
-667
-28% -$41K ﹤0.01% 360
2024
Q1 		$138K Sell
2,375
-176
-7% -$9.89K 0.01% 358
2023
Q4 		$147K Sell
2,551
-3,088
-55% -$163K 0.01% 363
2023
Q3 		$311K Buy
5,639
+88
+2% +$4.84K 0.01% 323
2023
Q2 		$276K Sell
5,551
-93
-2% -$4.09K 0.01% 328
2023
Q1 		$258K Buy
5,644
+267
+5% +$11.9K 0.01% 319
2022
Q4 		$222K Sell
5,377
-1,121
-17% -$45.5K 0.01% 353
2022
Q3 		$231K Sell
6,498
-98
-1% -$3.86K 0.01% 328
2022
Q2 		$235K Sell
6,596
-294
-4% -$11.5K 0.01% 351
2022
Q1 		$316K Sell
6,890
-351
-5% -$16.5K 0.01% 328
2021
Q4 		$393K Buy
7,241
+34
+0.5% +$1.83K 0.01% 305
2021
Q3 		$373K Buy
7,207
+1,496
+26% +$80.5K 0.01% 325
2021
Q2 		$278K Buy
5,711
+955
+20% +$42.7K 0.01% 377
2021
Q1 		$201K Buy
+4,756
New +$185K 0.01% 398

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

First Foundation Advisors's CARR Position: Q1 2026 in Review

First Foundation Advisors opened a new position in Carrier Global (CARR) in Q1 2026: 3,686 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #322 among its holdings. This is a return to the name: First Foundation Advisors previously reported a position in CARR as recently as Q3 2025.

First Foundation Advisors first reported a position in CARR in Q1 2021 and has held it in 17 quarters since. The position peaked at $393K in Q4 2021. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • First Foundation Advisors held 3,686 shares of Carrier Global worth $208K as of Q1 2026.
  • Carrier Global was a new First Foundation Advisors position in Q1 2026.
  • Carrier Global made up 0.01% of First Foundation Advisors's portfolio in Q1 2026, its #322 holding.
  • First Foundation Advisors first reported a position in Carrier Global in Q1 2021 and has held it in 17 quarters since.
  • First Foundation Advisors's Carrier Global position peaked at $393K in Q4 2021.
  • 1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.