Alta Advisers’s Carrier Global CARR Stock Holding History

Alta Advisers’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	$313K	Buy	5,697 +2,634	+86%	+$163K	0.05%	239
2026 Q2	$225K	Buy	+3,063	New	+$200K	0.05%	201
2025 Q4	–	Sell	-4,463	Closed	-$266K	–	206
2025 Q3	$266K	Hold	4,463	–	–	0.08%	196
2025 Q2	$327K	Hold	4,463	–	–	0.12%	159
2025 Q1	$283K	Buy	+4,463	New	+$297K	0.12%	163
2024 Q4	–	Sell	-2,600	Closed	-$209K	–	188
2024 Q3	$209K	Hold	2,600	–	–	0.1%	136
2024 Q2	$164K	Hold	2,600	–	–	0.08%	159
2024 Q1	$151K	Hold	2,600	–	–	0.07%	175
2023 Q4	$149K	Hold	2,600	–	–	0.08%	163
2023 Q3	$144K	Hold	2,600	–	–	0.08%	147
2023 Q2	$129K	Hold	2,600	–	–	0.07%	180
2023 Q1	$119K	Hold	2,600	–	–	0.07%	186
2022 Q4	$107K	Hold	2,600	–	–	0.06%	203
2022 Q3	$92K	Buy	+2,600	New	+$102K	0.06%	219

Other funds holding CARR

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Alta Advisers's CARR Position: Q3 2026 in Review

Alta Advisers increased its Carrier Global (CARR) stake by 86% in Q3 2026, buying an estimated $163K and bringing the position to 5,697 shares worth $313K. The position accounts for 0.05% of the portfolio, ranked #239.

Alta Advisers first reported a position in CARR in Q3 2022 and has held it in 14 quarters since. The position peaked at $327K in Q2 2025. 997 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

Alta Advisers held 5,697 shares of Carrier Global worth $313K as of Q3 2026.
Alta Advisers bought 2,634 Carrier Global shares in Q3 2026, an estimated $163K.
Carrier Global made up 0.05% of Alta Advisers's portfolio in Q3 2026, its #239 holding.
Alta Advisers first reported a position in Carrier Global in Q3 2022 and has held it in 14 quarters since.
Alta Advisers's Carrier Global position peaked at $327K in Q2 2025.
997 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on Alta Advisers's 13F filing for Q3 2026, filed 2 Nov 2026.