RFP
CARR icon

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
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 $645B AUM 30.41% 1-Year Est. Return
BlackRock
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Root Financial Partners's CARR Position: Q1 2026 in Review

Root Financial Partners increased its Carrier Global (CARR) stake by 65% in Q1 2026, buying an estimated $69K and bringing the position to 2,948 shares worth $166K. The position accounts for 0.01% of the portfolio, ranked #380.

Root Financial Partners first reported a position in CARR in Q3 2025 and has held it in 3 quarters since. 1,489 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Root Financial Partners held 2,948 shares of Carrier Global worth $166K as of Q1 2026.
  • Root Financial Partners bought 1,166 Carrier Global shares in Q1 2026, an estimated $69K.
  • Carrier Global made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #380 holding.
  • Root Financial Partners first reported a position in Carrier Global in Q3 2025 and has held it in 3 quarters since.
  • 1,489 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

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