NIA Impact Advisors’s Carrier Global CARR Stock Holding History

NIA Impact 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	–	Sell	-8,525	Closed	-$480K	–	77
2026 Q1	$480K	Sell	8,525 -17,292	-67%	-$1.02M	0.21%	69
2025 Q4	$1.36M	Sell	25,817 -389	-1%	-$21.6K	0.46%	61
2025 Q3	$1.56M	Sell	26,206 -20	-0.1%	-$1.36K	0.51%	59
2025 Q2	$1.92M	Sell	26,226 -1,125	-4%	-$76.3K	0.66%	52
2025 Q1	$1.73M	Sell	27,351 -1,850	-6%	-$123K	0.64%	57
2024 Q4	$1.99M	Buy	29,201 +250	+0.9%	+$18.9K	0.65%	57
2024 Q3	$2.33M	Hold	28,951	–	–	0.77%	42
2024 Q2	$1.83M	Buy	28,951 +1,250	+5%	+$76.8K	0.66%	48
2024 Q1	$1.61M	Buy	+27,701	New	+$1.56M	0.64%	53

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

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

NIA Impact Advisors's CARR Position: Q2 2026 in Review

NIA Impact Advisors sold out of Carrier Global (CARR) in Q2 2026, closing a stake of 8,525 shares — an estimated $480K sold.

NIA Impact Advisors first reported a position in CARR in Q1 2024 and held it in 9 quarters. The position peaked at $2.33M in Q3 2024. 1,641 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

NIA Impact Advisors reported no remaining Carrier Global position as of Q2 2026 after selling out during the quarter.
NIA Impact Advisors sold 8,525 Carrier Global shares in Q2 2026, an estimated $480K.
NIA Impact Advisors first reported a position in Carrier Global in Q1 2024 and held it in 9 quarters.
NIA Impact Advisors's Carrier Global position peaked at $2.33M in Q3 2024.
1,641 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on NIA Impact Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.