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North Ridge Wealth Advisors’s Carrier Global CARR Stock Holding History

North Ridge Wealth 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
Q1 		$564 Hold
10
– – ﹤0.01% 181
2025
Q4 		$529 Hold
10
– – ﹤0.01% 174
2025
Q3 		$597 Hold
10
– – ﹤0.01% 178
2025
Q2 		$732 Hold
10
– – ﹤0.01% 166
2025
Q1 		$634 Hold
10
– – ﹤0.01% 159
2024
Q4 		$683 Buy
+10
New +$754 ﹤0.01% 181

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

North Ridge Wealth Advisors's CARR Position: Q1 2026 in Review

North Ridge Wealth Advisors held its Carrier Global (CARR) position steady in Q1 2026 at 10 shares worth $564. The position accounts for ﹤0.01% of the portfolio, ranked #181.

North Ridge Wealth Advisors first reported a position in CARR in Q4 2024 and has held it in 6 quarters since. The position peaked at $732 in Q2 2025. 1,497 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • North Ridge Wealth Advisors held 10 shares of Carrier Global worth $564 as of Q1 2026.
  • North Ridge Wealth Advisors left its Carrier Global share count unchanged in Q1 2026.
  • Carrier Global made up ﹤0.01% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #181 holding.
  • North Ridge Wealth Advisors first reported a position in Carrier Global in Q4 2024 and has held it in 6 quarters since.
  • North Ridge Wealth Advisors's Carrier Global position peaked at $732 in Q2 2025.
  • 1,497 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.