Northwest Financial Advisors’s Carrier Global CARR Stock Holding History

Northwest Financial 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	$309K	Buy	4,214 +15	+0.4%	+$980	0.04%	64
2026 Q1	$236K	Buy	4,199 +14	+0.3%	+$829	0.46%	60
2025 Q4	$221K	Sell	4,185 -137	-3%	-$7.62K	0.45%	62
2025 Q3	$258K	Buy	4,322 +13	+0.3%	+$883	0.33%	83
2025 Q2	$315K	Buy	4,309 +13	+0.3%	+$882	0.44%	66
2025 Q1	$272K	Buy	4,296 +13	+0.3%	+$864	0.23%	89
2024 Q4	$292K	Buy	4,283 +10	+0.2%	+$754	0.24%	84
2024 Q3	$344K	Buy	4,273 +12	+0.3%	+$836	0.27%	72
2024 Q2	$269K	Buy	4,261 +12	+0.3%	+$737	0.27%	74
2024 Q1	$247K	Buy	4,249 +13	+0.3%	+$730	0.27%	78
2023 Q4	$243K	Buy	+4,236	New	+$224K	0.21%	78

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

Northwest Financial Advisors's CARR Position: Q2 2026 in Review

Northwest Financial Advisors increased its Carrier Global (CARR) stake by 0.36% in Q2 2026, buying an estimated $980 and bringing the position to 4,214 shares worth $309K. The position accounts for 0.04% of the portfolio, ranked #64.

Northwest Financial Advisors first reported a position in CARR in Q4 2023 and has held it in 11 quarters since. The position peaked at $344K in Q3 2024. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Northwest Financial Advisors held 4,214 shares of Carrier Global worth $309K as of Q2 2026.
Northwest Financial Advisors bought 15 Carrier Global shares in Q2 2026, an estimated $980.
Carrier Global made up 0.04% of Northwest Financial Advisors's portfolio in Q2 2026, its #64 holding.
Northwest Financial Advisors first reported a position in Carrier Global in Q4 2023 and has held it in 11 quarters since.
Northwest Financial Advisors's Carrier Global position peaked at $344K in Q3 2024.
1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Northwest Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.