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Root Financial Partners’s Carrier Global CARR Stock Holding History

Root Financial Partners’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 		$238K Buy
3,251
+303
+10% +$19.8K 0.01% 344
2026
Q1 		$166K Buy
2,948
+1,166
+65% +$69K 0.01% 380
2025
Q4 		$94.2K Buy
1,782
+566
+47% +$31.5K ﹤0.01% 491
2025
Q3 		$72.6K Buy
+1,216
New +$82.6K ﹤0.01% 544

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

Root Financial Partners's CARR Position: Q2 2026 in Review

Root Financial Partners increased its Carrier Global (CARR) stake by 10% in Q2 2026, buying an estimated $19.8K and bringing the position to 3,251 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #344.

Root Financial Partners first reported a position in CARR in Q3 2025 and has held it in 4 quarters since. 1,648 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Root Financial Partners held 3,251 shares of Carrier Global worth $238K as of Q2 2026.
  • Root Financial Partners bought 303 Carrier Global shares in Q2 2026, an estimated $19.8K.
  • Carrier Global made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #344 holding.
  • Root Financial Partners first reported a position in Carrier Global in Q3 2025 and has held it in 4 quarters since.
  • 1,648 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.