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Forum Financial Management’s Carrier Global CARR Stock Holding History

Forum Financial Management’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 		– Sell
-8,393
Closed -$443K – 438
2025
Q4 		$443K Sell
8,393
-2,857
-25% -$159K 0.01% 538
2025
Q3 		$672K Buy
11,250
+2,084
+23% +$142K 0.01% 346
2025
Q2 		$671K Buy
9,166
+561
+7% +$38.1K 0.01% 315
2025
Q1 		$546K Buy
8,605
+1,217
+16% +$80.9K 0.01% 337
2024
Q4 		$504K Buy
7,388
+938
+15% +$70.8K 0.01% 377
2024
Q3 		$519K Buy
6,450
+134
+2% +$9.33K 0.01% 320
2024
Q2 		$398K Sell
6,316
-68
-1% -$4.17K 0.01% 387
2024
Q1 		$371K Sell
6,384
-910
-12% -$51.1K 0.01% 420
2023
Q4 		$419K Sell
7,294
-1,235
-14% -$65.3K 0.01% 348
2023
Q3 		$471K Buy
8,529
+6
+0.1% +$330 0.01% 298
2023
Q2 		$424K Buy
8,523
+1,031
+14% +$45.4K 0.01% 327
2023
Q1 		$343K Buy
7,492
+2
+0% +$90 0.01% 362
2022
Q4 		$309K Buy
7,490
+200
+3% +$8.12K 0.01% 382
2022
Q3 		$259K Hold
7,290
– – 0.01% 396
2022
Q2 		$260K Buy
7,290
+201
+3% +$7.89K 0.01% 411
2022
Q1 		$325K Buy
7,089
+910
+15% +$42.9K 0.02% 355
2021
Q4 		$335K Buy
+6,179
New +$333K 0.02% 364

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

Forum Financial Management's CARR Position: Q1 2026 in Review

Forum Financial Management sold out of Carrier Global (CARR) in Q1 2026, closing a stake of 8,393 shares — an estimated $443K sold.

Forum Financial Management first reported a position in CARR in Q4 2021 and held it in 17 quarters. The position peaked at $672K in Q3 2025. 1,495 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Forum Financial Management reported no remaining Carrier Global position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 8,393 Carrier Global shares in Q1 2026, an estimated $443K.
  • Forum Financial Management first reported a position in Carrier Global in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Carrier Global position peaked at $672K in Q3 2025.
  • 1,495 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.