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Founders Financial Securities’s Carrier Global CARR Stock Holding History

Founders Financial Securities’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 		$440K Sell
6,004
-236
-4% -$15.4K 0.02% 404
2026
Q1 		$383K Sell
6,240
-281
-4% -$16.6K 0.02% 410
2025
Q4 		$345K Buy
6,521
+402
+7% +$22.4K 0.02% 451
2025
Q3 		$365K Sell
6,119
-268
-4% -$18.2K 0.02% 393
2025
Q2 		$467K Buy
6,387
+1
+0% +$68 0.04% 354
2025
Q1 		$386K Buy
6,386
+244
+4% +$16.2K 0.03% 360
2024
Q4 		$419K Buy
6,142
+604
+11% +$45.6K 0.04% 333
2024
Q3 		$446K Sell
5,538
-296
-5% -$20.6K 0.04% 286
2024
Q2 		$368K Buy
5,834
+279
+5% +$17.1K 0.03% 324
2024
Q1 		$323K Buy
5,555
+163
+3% +$9.16K 0.03% 311
2023
Q4 		$310K Sell
5,392
-16
-0.3% -$847 0.03% 303
2023
Q3 		$299K Buy
+5,408
New +$298K 0.04% 267

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

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

Founders Financial Securities reduced its Carrier Global (CARR) stake by 3.8% in Q2 2026, selling an estimated $15.4K and leaving 6,004 shares worth $440K. The position accounts for 0.02% of the portfolio, ranked #404.

Founders Financial Securities first reported a position in CARR in Q3 2023 and has held it in 12 quarters since. The position peaked at $467K in Q2 2025. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Founders Financial Securities held 6,004 shares of Carrier Global worth $440K as of Q2 2026.
  • Founders Financial Securities sold 236 Carrier Global shares in Q2 2026, an estimated $15.4K.
  • Carrier Global made up 0.02% of Founders Financial Securities's portfolio in Q2 2026, its #404 holding.
  • Founders Financial Securities first reported a position in Carrier Global in Q3 2023 and has held it in 12 quarters since.
  • Founders Financial Securities's Carrier Global position peaked at $467K in Q2 2025.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.