Root Financial Partners
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
Q3 		$237K Buy
4,319
+1,068
+33% +$66.2K 0.01% 384
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Root Financial Partners's CARR Position: Q3 2026 in Review

Root Financial Partners increased its Carrier Global (CARR) stake by 33% in Q3 2026, buying an estimated $66.2K and bringing the position to 4,319 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #384.

Root Financial Partners first reported a position in CARR in Q3 2025 and has held it in 5 quarters since. The position peaked at $238K in Q2 2026. 997 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

  • Root Financial Partners held 4,319 shares of Carrier Global worth $237K as of Q3 2026.
  • Root Financial Partners bought 1,068 Carrier Global shares in Q3 2026, an estimated $66.2K.
  • Carrier Global made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #384 holding.
  • Root Financial Partners first reported a position in Carrier Global in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's Carrier Global position peaked at $238K in Q2 2026.
  • 997 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.