First United Bank & Trust’s Carrier Global CARR Stock Holding History

First United Bank & Trust’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	$55K	Hold	750	–	–	0.02%	236
2026 Q1	$42.2K	Hold	750	–	–	0.01%	242
2025 Q4	$39.6K	Hold	750	–	–	0.01%	245
2025 Q3	$44.8K	Hold	750	–	–	0.01%	242
2025 Q2	$54.9K	Hold	750	–	–	0.02%	214
2025 Q1	$47.5K	Hold	750	–	–	0.02%	232
2024 Q4	$51.2K	Sell	750 -50	-6%	-$3.77K	0.02%	218
2024 Q3	$64.4K	Sell	800 -865	-52%	-$60.2K	0.02%	205
2024 Q2	$105K	Hold	1,665	–	–	0.04%	181
2024 Q1	$96.8K	Hold	1,665	–	–	0.04%	192
2023 Q4	$95.7K	Buy	+1,665	New	+$88.1K	0.04%	190

Other funds holding CARR

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

First United Bank & Trust's CARR Position: Q2 2026 in Review

First United Bank & Trust held its Carrier Global (CARR) position steady in Q2 2026 at 750 shares worth $55K. The position accounts for 0.02% of the portfolio, ranked #236.

First United Bank & Trust first reported a position in CARR in Q4 2023 and has held it in 11 quarters since. The position peaked at $105K in Q2 2024. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

First United Bank & Trust held 750 shares of Carrier Global worth $55K as of Q2 2026.
First United Bank & Trust left its Carrier Global share count unchanged in Q2 2026.
Carrier Global made up 0.02% of First United Bank & Trust's portfolio in Q2 2026, its #236 holding.
First United Bank & Trust first reported a position in Carrier Global in Q4 2023 and has held it in 11 quarters since.
First United Bank & Trust's Carrier Global position peaked at $105K in Q2 2024.
1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.