Superior Planning, LLC’s Carrier Global CARR Stock Holding History

Superior Planning, 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	$64.8K	Buy	+1,182	New	+$73.2K	0.03%	306

Other funds holding CARR

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Superior Planning, LLC's CARR Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Carrier Global (CARR) in Q3 2026: 1,182 shares worth $64.8K. The stake represents 0.03% of the portfolio and ranks #306 among its holdings.

1,115 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

Superior Planning, LLC held 1,182 shares of Carrier Global worth $64.8K as of Q3 2026.
Carrier Global was a new Superior Planning, LLC position in Q3 2026.
Carrier Global made up 0.03% of Superior Planning, LLC's portfolio in Q3 2026, its #306 holding.
1,115 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.