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Godfrey Financial Associates’s Carrier Global CARR Stock Holding History

Godfrey Financial Associates’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 		$4.18K Sell
57
-17
-23% -$1.11K ﹤0.01% 573
2026
Q1 		$4.17K Hold
74
– – ﹤0.01% 548
2025
Q4 		$3.91K Buy
+74
New +$4.11K ﹤0.01% 539

Other funds holding CARR

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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

Godfrey Financial Associates's CARR Position: Q2 2026 in Review

Godfrey Financial Associates reduced its Carrier Global (CARR) stake by 23% in Q2 2026, selling an estimated $1.11K and leaving 57 shares worth $4.18K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Godfrey Financial Associates first reported a position in CARR in Q4 2025 and has held it in 3 quarters since. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Godfrey Financial Associates held 57 shares of Carrier Global worth $4.18K as of Q2 2026.
  • Godfrey Financial Associates sold 17 Carrier Global shares in Q2 2026, an estimated $1.11K.
  • Carrier Global made up ﹤0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #573 holding.
  • Godfrey Financial Associates first reported a position in Carrier Global in Q4 2025 and has held it in 3 quarters since.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.