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Founders Financial Alliance’s Carrier Global CARR Stock Holding History

Founders Financial Alliance’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 		$447K Buy
6,094
+161
+3% +$10.5K 0.06% 256
2026
Q1 		$334K Buy
5,933
+5
+0.1% +$296 0.06% 277
2025
Q4 		$313K Buy
5,928
+6
+0.1% +$334 0.06% 270
2025
Q3 		$354K Sell
5,922
-16
-0.3% -$1.09K 0.07% 256
2025
Q2 		$435K Buy
5,938
+25
+0.4% +$1.7K 0.1% 197
2025
Q1 		$375K Sell
5,913
-18
-0.3% -$1.2K 0.09% 221
2024
Q4 		$405K Buy
5,931
+12
+0.2% +$905 0.11% 178
2024
Q3 		$476K Sell
5,919
-724
-11% -$50.4K 0.13% 152
2024
Q2 		$419K Buy
6,643
+26
+0.4% +$1.6K 0.12% 164
2024
Q1 		$385K Buy
6,617
+1,358
+26% +$76.3K 0.12% 182
2023
Q4 		$302K Buy
5,259
+2
+0% +$106 0.12% 185
2023
Q3 		$290K Sell
5,257
-23
-0.4% -$1.27K 0.13% 175
2023
Q2 		$262K Buy
5,280
+696
+15% +$30.6K 0.1% 211
2023
Q1 		$206K Sell
4,584
-942
-17% -$42.2K 0.1% 197
2022
Q4 		$228K Buy
+5,526
New +$224K 0.1% 202
2022
Q2 		– Sell
-5,636
Closed -$259K – 507
2022
Q1 		$259K Sell
5,636
-253
-4% -$11.9K 0.12% 174
2021
Q4 		$319K Buy
5,889
+2
+0% +$108 0.13% 173
2021
Q3 		$305K Buy
5,887
+412
+8% +$22.2K 0.14% 158
2021
Q2 		$267K Sell
5,475
-142
-3% -$6.35K 0.12% 191
2021
Q1 		$241K Buy
5,617
+15
+0.3% +$583 0.12% 192
2020
Q4 		$212K Sell
5,602
-406
-7% -$14.7K 0.12% 185
2020
Q3 		$186K Buy
+6,008
New +$170K 0.11% 170

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

Founders Financial Alliance's CARR Position: Q2 2026 in Review

Founders Financial Alliance increased its Carrier Global (CARR) stake by 2.7% in Q2 2026, buying an estimated $10.5K and bringing the position to 6,094 shares worth $447K. The position accounts for 0.06% of the portfolio, ranked #256.

Founders Financial Alliance first reported a position in CARR in Q3 2020 and has held it in 22 quarters since. The position peaked at $476K in Q3 2024. 1,641 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Founders Financial Alliance held 6,094 shares of Carrier Global worth $447K as of Q2 2026.
  • Founders Financial Alliance bought 161 Carrier Global shares in Q2 2026, an estimated $10.5K.
  • Carrier Global made up 0.06% of Founders Financial Alliance's portfolio in Q2 2026, its #256 holding.
  • Founders Financial Alliance first reported a position in Carrier Global in Q3 2020 and has held it in 22 quarters since.
  • Founders Financial Alliance's Carrier Global position peaked at $476K in Q3 2024.
  • 1,641 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.