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Acropolis Investment Management’s Carrier Global CARR Stock Holding History

Acropolis Investment Management’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 		$273K Sell
4,981
-291
-6% -$18K 0.01% 253
2026
Q2 		$387K Buy
5,272
+1
+0% +$65 0.02% 215
2026
Q1 		$297K Sell
5,271
-148
-3% -$8.76K 0.01% 233
2025
Q4 		$286K Sell
5,419
-154
-3% -$8.56K 0.01% 240
2025
Q3 		$408K Buy
5,573
+1,949
+54% +$132K 0.02% 189
2025
Q2 		$265K Sell
3,624
-15
-0.4% -$1.02K 0.01% 209
2025
Q1 		$231K Sell
3,639
-87
-2% -$5.78K 0.01% 215
2024
Q4 		$254K Buy
3,726
+1
+0% +$75 0.02% 211
2024
Q3 		$300K Buy
3,725
+50
+1% +$3.48K 0.02% 185
2024
Q2 		$232K Buy
3,675
+147
+4% +$9.03K 0.01% 206
2024
Q1 		$205K Sell
3,528
-390
-10% -$21.9K 0.01% 220
2023
Q4 		$225K Buy
3,918
+42
+1% +$2.22K 0.02% 207
2023
Q3 		$214K Sell
3,876
-175
-4% -$9.63K 0.02% 209
2023
Q2 		$201K Sell
4,051
-3
-0.1% -$132 0.02% 196
2023
Q1 		$185K Sell
4,054
-37
-0.9% -$1.66K 0.02% 203
2022
Q4 		$169K Sell
4,091
-390
-9% -$15.8K 0.02% 204
2022
Q3 		$159K Buy
4,481
+3
+0.1% +$118 0.02% 197
2022
Q2 		$160K Sell
4,478
-125
-3% -$4.91K 0.02% 195
2022
Q1 		$211K Buy
4,603
+155
+3% +$7.3K 0.02% 180
2021
Q4 		$241K Sell
4,448
-9
-0.2% -$486 0.02% 170
2021
Q3 		$226K Buy
4,457
+2
+0% +$108 0.03% 168
2021
Q2 		$217K Buy
4,455
+1
+0% +$45 0.02% 173
2021
Q1 		$188K Sell
4,454
-4
-0.1% -$156 0.02% 180
2020
Q4 		$168K Buy
4,458
+6
+0.1% +$217 0.02% 180
2020
Q3 		$136K Buy
+4,452
New +$126K 0.02% 181

Other funds holding CARR

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Acropolis Investment Management's CARR Position: Q3 2026 in Review

Acropolis Investment Management reduced its Carrier Global (CARR) stake by 5.5% in Q3 2026, selling an estimated $18K and leaving 4,981 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #253.

Acropolis Investment Management first reported a position in CARR in Q3 2020 and has held it in 25 quarters since. The position peaked at $408K in Q3 2025. 55 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

  • Acropolis Investment Management held 4,981 shares of Carrier Global worth $273K as of Q3 2026.
  • Acropolis Investment Management sold 291 Carrier Global shares in Q3 2026, an estimated $18K.
  • Carrier Global made up 0.01% of Acropolis Investment Management's portfolio in Q3 2026, its #253 holding.
  • Acropolis Investment Management first reported a position in Carrier Global in Q3 2020 and has held it in 25 quarters since.
  • Acropolis Investment Management's Carrier Global position peaked at $408K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on Acropolis Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.