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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
Q2 		$271K Buy
3,690
+4
+0.1% +$261 0.01% 312
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 $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

First Foundation Advisors's CARR Position: Q2 2026 in Review

First Foundation Advisors increased its Carrier Global (CARR) stake by 0.11% in Q2 2026, buying an estimated $261 and bringing the position to 3,690 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #312.

First Foundation Advisors first reported a position in CARR in Q1 2021 and has held it in 18 quarters since. The position peaked at $393K in Q4 2021. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • First Foundation Advisors held 3,690 shares of Carrier Global worth $271K as of Q2 2026.
  • First Foundation Advisors bought 4 Carrier Global shares in Q2 2026, an estimated $261.
  • Carrier Global made up 0.01% of First Foundation Advisors's portfolio in Q2 2026, its #312 holding.
  • First Foundation Advisors first reported a position in Carrier Global in Q1 2021 and has held it in 18 quarters since.
  • First Foundation Advisors's Carrier Global position peaked at $393K in Q4 2021.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.