Align Financial’s Carrier Global CARR Stock Holding History

Align 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 Q3	$549	Buy	+10	New	+$620	﹤0.01%	469

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

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

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Align Financial's CARR Position: Q3 2026 in Review

Align Financial opened a new position in Carrier Global (CARR) in Q3 2026: 10 shares worth $549. The stake represents ﹤0.01% of the portfolio and ranks #469 among its holdings.

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

Align Financial held 10 shares of Carrier Global worth $549 as of Q3 2026.
Carrier Global was a new Align Financial position in Q3 2026.
Carrier Global made up ﹤0.01% of Align Financial's portfolio in Q3 2026, its #469 holding.
290 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on Align Financial's 13F filing for Q3 2026, filed 16 Oct 2026.