MCF Advisors’s Carrier Global CARR Stock Holding History

MCF Advisors’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	$102K	Buy	1,389 +48	+4%	+$3.14K	﹤0.01%	531
2026 Q1	$75.5K	Buy	1,341 +531	+66%	+$31.4K	﹤0.01%	545
2025 Q4	$42.8K	Buy	810 +630	+350%	+$35K	﹤0.01%	543
2025 Q3	$10.7K	Hold	180	–	–	﹤0.01%	680
2025 Q2	$13.2K	Hold	180	–	–	﹤0.01%	609
2025 Q1	$11.4K	Sell	180 -24	-12%	-$1.59K	﹤0.01%	628
2024 Q4	$13.9K	Hold	204	–	–	﹤0.01%	609
2024 Q3	$16.4K	Sell	204 -181	-47%	-$12.6K	﹤0.01%	581
2024 Q2	$24.3K	Hold	385	–	–	﹤0.01%	497
2024 Q1	$22.4K	Buy	385 +10	+3%	+$562	﹤0.01%	513
2023 Q4	$21.6K	Hold	375	–	–	﹤0.01%	492
2023 Q3	$20.7K	Sell	375 -100	-21%	-$5.5K	﹤0.01%	480
2023 Q2	$23.7K	Hold	475	–	–	﹤0.01%	455
2023 Q1	$21.7K	Hold	475	–	–	﹤0.01%	465
2022 Q4	$19.7K	Hold	475	–	–	﹤0.01%	454
2022 Q3	$17K	Sell	475 -449	-49%	-$17.7K	﹤0.01%	480
2022 Q2	$33K	Hold	924	–	–	﹤0.01%	372
2022 Q1	$42K	Buy	+924	New	+$43.5K	﹤0.01%	350
2021 Q4	–	Sell	-475	Closed	-$25K	–	136
2021 Q3	$25K	Buy	475 +19	+4%	+$1.02K	﹤0.01%	384
2021 Q2	$22K	Hold	456	–	–	﹤0.01%	376
2021 Q1	$19K	Hold	456	–	–	﹤0.01%	368
2020 Q4	$17K	Hold	456	–	–	﹤0.01%	349
2020 Q3	$14K	Sell	456 -125	-22%	-$3.54K	﹤0.01%	352
2020 Q2	$13K	Buy	+581	New	+$10.8K	﹤0.01%	343

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MCF Advisors's CARR Position: Q2 2026 in Review

MCF Advisors increased its Carrier Global (CARR) stake by 3.6% in Q2 2026, buying an estimated $3.14K and bringing the position to 1,389 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

MCF Advisors first reported a position in CARR in Q2 2020 and has held it in 24 quarters since. 1,644 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

MCF Advisors held 1,389 shares of Carrier Global worth $102K as of Q2 2026.
MCF Advisors bought 48 Carrier Global shares in Q2 2026, an estimated $3.14K.
Carrier Global made up ﹤0.01% of MCF Advisors's portfolio in Q2 2026, its #531 holding.
MCF Advisors first reported a position in Carrier Global in Q2 2020 and has held it in 24 quarters since.
1,644 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.