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Advisornet Financial’s Carrier Global CARR Stock Holding History

Advisornet Financial’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
Q2 		$5.91M Sell
80,587
-951
-1% -$62.2K 0.27% 81
2026
Q1 		$4.59M Buy
81,538
+333
+0.4% +$19.7K 0.24% 89
2025
Q4 		$4.29M Buy
81,205
+131
+0.2% +$7.28K 0.23% 89
2025
Q3 		$4.84M Buy
81,074
+4,103
+5% +$279K 0.27% 68
2025
Q2 		$5.63M Sell
76,971
-794
-1% -$53.9K 0.36% 53
2025
Q1 		$4.93M Sell
77,765
-2,461
-3% -$164K 0.37% 58
2024
Q4 		$5.48M Sell
80,226
-7,322
-8% -$552K 0.46% 50
2024
Q3 		$7.05M Sell
87,548
-1,777
-2% -$124K 0.53% 37
2024
Q2 		$5.63M Buy
89,325
+76
+0.1% +$4.67K 0.51% 40
2024
Q1 		$5.19M Sell
89,249
-1,192
-1% -$67K 0.5% 40
2023
Q4 		$5.2M Buy
90,441
+2,463
+3% +$130K 0.48% 41
2023
Q3 		$4.86M Buy
87,978
+2,340
+3% +$129K 0.44% 52
2023
Q2 		$4.26M Buy
85,638
+4,887
+6% +$215K 0.36% 71
2023
Q1 		$3.69M Buy
80,751
+817
+1% +$36.6K 0.34% 79
2022
Q4 		$3.3M Buy
79,934
+3,839
+5% +$156K 0.32% 75
2022
Q3 		$2.71M Buy
76,095
+11,532
+18% +$454K 0.27% 94
2022
Q2 		$2.3M Buy
64,563
+12,687
+24% +$498K 0.23% 110
2022
Q1 		$2.38M Buy
51,876
+34,576
+200% +$1.63M 0.15% 138
2021
Q4 		$938K Buy
17,300
+9,424
+120% +$509K 0.06% 277
2021
Q3 		$408K Sell
7,876
-13,642
-63% -$734K 0.03% 407
2021
Q2 		$1.05M Buy
21,518
+185
+0.9% +$8.27K 0.07% 245
2021
Q1 		$901K Sell
21,333
-135
-0.6% -$5.25K 0.06% 257
2020
Q4 		$810K Buy
21,468
+1,209
+6% +$43.8K 0.07% 258
2020
Q3 		$619K Sell
20,259
-98
-0.5% -$2.77K 0.05% 302
2020
Q2 		$452K Buy
+20,357
New +$378K 0.04% 356

Other funds holding CARR

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Advisornet Financial's CARR Position: Q2 2026 in Review

Advisornet Financial reduced its Carrier Global (CARR) stake by 1.2% in Q2 2026, selling an estimated $62.2K and leaving 80,587 shares worth $5.91M. The position accounts for 0.27% of the portfolio, ranked #81.

Advisornet Financial first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.05M in Q3 2024. 410 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Advisornet Financial held 80,587 shares of Carrier Global worth $5.91M as of Q2 2026.
  • Advisornet Financial sold 951 Carrier Global shares in Q2 2026, an estimated $62.2K.
  • Carrier Global made up 0.27% of Advisornet Financial's portfolio in Q2 2026, its #81 holding.
  • Advisornet Financial first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • Advisornet Financial's Carrier Global position peaked at $7.05M in Q3 2024.
  • 410 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.