Wescott Financial Advisory Group’s Carrier Global CARR Stock Holding History

Wescott Financial Advisory Group’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	$233K	Sell	4,144 -19	-0.5%	-$1.13K	0.02%	179
2025 Q4	$220K	Buy	4,163 +186	+5%	+$10.3K	0.02%	177
2025 Q3	$237K	Sell	3,977 -37	-0.9%	-$2.51K	0.02%	162
2025 Q2	$294K	Buy	4,014 +20	+0.5%	+$1.36K	0.03%	148
2025 Q1	$253K	Buy	3,994 +51	+1%	+$3.39K	0.03%	152
2024 Q4	$269K	Buy	3,943 +144	+4%	+$10.9K	0.03%	149
2024 Q3	$306K	Buy	3,799 +8	+0.2%	+$557	0.03%	147
2024 Q2	$239K	Sell	3,791 -1,112	-23%	-$68.3K	0.03%	152
2024 Q1	$285K	Hold	4,903	–	–	0.04%	141
2023 Q4	$282K	Hold	4,903	–	–	0.04%	135
2023 Q3	$271K	Hold	4,903	–	–	0.05%	132
2023 Q2	$244K	Hold	4,903	–	–	0.04%	143
2023 Q1	$224K	Buy	+4,903	New	+$219K	0.05%	142

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

Wescott Financial Advisory Group's CARR Position: Q1 2026 in Review

Wescott Financial Advisory Group reduced its Carrier Global (CARR) stake by 0.46% in Q1 2026, selling an estimated $1.13K and leaving 4,144 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #179.

Wescott Financial Advisory Group first reported a position in CARR in Q1 2023 and has held it in 13 quarters since. The position peaked at $306K in Q3 2024. 1,488 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

Wescott Financial Advisory Group held 4,144 shares of Carrier Global worth $233K as of Q1 2026.
Wescott Financial Advisory Group sold 19 Carrier Global shares in Q1 2026, an estimated $1.13K.
Carrier Global made up 0.02% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #179 holding.
Wescott Financial Advisory Group first reported a position in Carrier Global in Q1 2023 and has held it in 13 quarters since.
Wescott Financial Advisory Group's Carrier Global position peaked at $306K in Q3 2024.
1,488 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.