Ritter Daniher Financial Advisory’s Carrier Global CARR Stock Holding History

Ritter Daniher Financial Advisory’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	$74.9K	Buy	1,021 +3	+0.3%	+$196	0.01%	243
2026 Q1	$57.3K	Sell	1,018 -100	-9%	-$5.92K	0.01%	262
2025 Q4	$59.1K	Buy	1,118 +738	+194%	+$41K	0.01%	258
2025 Q3	$22.7K	Hold	380	–	–	﹤0.01%	279
2025 Q2	$27.8K	Hold	380	–	–	0.01%	207
2025 Q1	$24.1K	Hold	380	–	–	0.01%	209
2024 Q4	$25.9K	Buy	380 +180	+90%	+$13.6K	0.01%	197
2024 Q3	$16.1K	Hold	200	–	–	﹤0.01%	217
2024 Q2	$12.6K	Hold	200	–	–	﹤0.01%	219
2024 Q1	$11.6K	Hold	200	–	–	﹤0.01%	214
2023 Q4	$11.5K	Hold	200	–	–	﹤0.01%	225
2023 Q3	$11K	Hold	200	–	–	﹤0.01%	221
2023 Q2	$9.94K	Hold	200	–	–	﹤0.01%	221
2023 Q1	$9.15K	Buy	+200	New	+$8.95K	﹤0.01%	212

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

Ritter Daniher Financial Advisory's CARR Position: Q2 2026 in Review

Ritter Daniher Financial Advisory increased its Carrier Global (CARR) stake by 0.29% in Q2 2026, buying an estimated $196 and bringing the position to 1,021 shares worth $74.9K. The position accounts for 0.01% of the portfolio, ranked #243.

Ritter Daniher Financial Advisory first reported a position in CARR in Q1 2023 and has held it in 14 quarters since. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Ritter Daniher Financial Advisory held 1,021 shares of Carrier Global worth $74.9K as of Q2 2026.
Ritter Daniher Financial Advisory bought 3 Carrier Global shares in Q2 2026, an estimated $196.
Carrier Global made up 0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #243 holding.
Ritter Daniher Financial Advisory first reported a position in Carrier Global in Q1 2023 and has held it in 14 quarters since.
1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.