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First Pacific Financial’s Carrier Global CARR Stock Holding History

First Pacific Financial’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 		– Sell
-171
Closed -$9.63K – 533
2026
Q1 		$9.63K Buy
171
+34
+25% +$2.01K ﹤0.01% 377
2025
Q4 		$7.24K Sell
137
-35
-20% -$1.95K ﹤0.01% 370
2025
Q3 		$10.3K Buy
172
+93
+118% +$6.32K ﹤0.01% 321
2025
Q2 		$5.78K Buy
79
+64
+427% +$4.34K ﹤0.01% 376
2025
Q1 		$951 Buy
+15
New +$997 ﹤0.01% 505

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 Pacific Financial's CARR Position: Q2 2026 in Review

First Pacific Financial sold out of Carrier Global (CARR) in Q2 2026, closing a stake of 171 shares — an estimated $9.63K sold.

First Pacific Financial first reported a position in CARR in Q1 2025 and held it in 5 quarters. The position peaked at $10.3K in Q3 2025. 1,644 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • First Pacific Financial reported no remaining Carrier Global position as of Q2 2026 after selling out during the quarter.
  • First Pacific Financial sold 171 Carrier Global shares in Q2 2026, an estimated $9.63K.
  • First Pacific Financial first reported a position in Carrier Global in Q1 2025 and held it in 5 quarters.
  • First Pacific Financial's Carrier Global position peaked at $10.3K in Q3 2025.
  • 1,644 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.