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 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 $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Northwest Financial Advisors's CARR Position: Q1 2026 in Review

Northwest Financial Advisors increased its Carrier Global (CARR) stake by 0.33% in Q1 2026, buying an estimated $829 and bringing the position to 4,199 shares worth $236K. The position accounts for 0.46% of the portfolio, ranked #60.

Northwest Financial Advisors first reported a position in CARR in Q4 2023 and has held it in 10 quarters since. The position peaked at $344K in Q3 2024. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

Northwest Financial Advisors held 4,199 shares of Carrier Global worth $236K as of Q1 2026.
Northwest Financial Advisors bought 14 Carrier Global shares in Q1 2026, an estimated $829.
Carrier Global made up 0.46% of Northwest Financial Advisors's portfolio in Q1 2026, its #60 holding.
Northwest Financial Advisors first reported a position in Carrier Global in Q4 2023 and has held it in 10 quarters since.
Northwest Financial Advisors's Carrier Global position peaked at $344K in Q3 2024.
1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Northwest Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.