Focus Financial Network’s Carrier Global CARR Stock Holding History

Focus 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 Q2	$313K	Buy	4,267 +17	+0.4%	+$1.11K	0.01%	609
2026 Q1	$239K	Sell	4,250 -109	-3%	-$6.45K	0.01%	653
2025 Q4	$230K	Sell	4,359 -8,428	-66%	-$469K	0.01%	658
2025 Q3	$763K	Sell	12,787 -44	-0.3%	-$2.99K	0.03%	357
2025 Q2	$939K	Buy	12,831 +3,236	+34%	+$220K	0.04%	303
2025 Q1	$608K	Sell	9,595 -29	-0.3%	-$1.93K	0.02%	379
2024 Q4	$657K	Buy	9,624 +31	+0.3%	+$2.34K	0.03%	352
2024 Q3	$772K	Buy	9,593 +6,600	+221%	+$460K	0.03%	317
2024 Q2	$202K	Buy	+2,993	New	+$184K	0.01%	633

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Focus Financial Network's CARR Position: Q2 2026 in Review

Focus Financial Network increased its Carrier Global (CARR) stake by 0.4% in Q2 2026, buying an estimated $1.11K and bringing the position to 4,267 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #609.

Focus Financial Network first reported a position in CARR in Q2 2024 and has held it in 9 quarters since. The position peaked at $939K in Q2 2025. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Focus Financial Network held 4,267 shares of Carrier Global worth $313K as of Q2 2026.
Focus Financial Network bought 17 Carrier Global shares in Q2 2026, an estimated $1.11K.
Carrier Global made up 0.01% of Focus Financial Network's portfolio in Q2 2026, its #609 holding.
Focus Financial Network first reported a position in Carrier Global in Q2 2024 and has held it in 9 quarters since.
Focus Financial Network's Carrier Global position peaked at $939K in Q2 2025.
1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.