STACKSTONE WEALTH, LLC’s Carrier Global CARR Stock Holding History

STACKSTONE WEALTH, LLC’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	$1.1M	Buy	+19,970	New	+$1.24M	0.11%	174

Other funds holding CARR

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

STACKSTONE WEALTH, LLC's CARR Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Carrier Global (CARR) in Q3 2026: 19,970 shares worth $1.1M. The stake represents 0.11% of the portfolio and ranks #174 among its holdings.

238 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

STACKSTONE WEALTH, LLC held 19,970 shares of Carrier Global worth $1.1M as of Q3 2026.
Carrier Global was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Carrier Global made up 0.11% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #174 holding.
238 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.