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Ares Financial Consulting’s Carrier Global CARR Stock Holding History

Ares Financial Consulting’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 		$256K Hold
3,490
– – 0.18% 71
2026
Q1 		$199K Buy
3,490
+160
+5% +$9.47K 0.16% 81
2025
Q4 		$176K Buy
+3,330
New +$185K 0.17% 76

Other funds holding CARR

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PAM
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Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ares Financial Consulting's CARR Position: Q2 2026 in Review

Ares Financial Consulting held its Carrier Global (CARR) position steady in Q2 2026 at 3,490 shares worth $256K. The position accounts for 0.18% of the portfolio, ranked #71.

Ares Financial Consulting first reported a position in CARR in Q4 2025 and has held it in 3 quarters since. 845 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Ares Financial Consulting held 3,490 shares of Carrier Global worth $256K as of Q2 2026.
  • Ares Financial Consulting left its Carrier Global share count unchanged in Q2 2026.
  • Carrier Global made up 0.18% of Ares Financial Consulting's portfolio in Q2 2026, its #71 holding.
  • Ares Financial Consulting first reported a position in Carrier Global in Q4 2025 and has held it in 3 quarters since.
  • 845 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.