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Aspect Partners’s Carrier Global CARR Stock Holding History

Aspect Partners’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 		$3.37K Hold
46
– – ﹤0.01% 470
2026
Q1 		$2.59K Sell
46
-10
-18% -$592 ﹤0.01% 449
2025
Q4 		$2.96K Buy
56
+15
+37% +$834 ﹤0.01% 458
2025
Q3 		$2.45K Hold
41
– – ﹤0.01% 510
2025
Q2 		$3K Hold
41
– – ﹤0.01% 431
2025
Q1 		$2.6K Hold
41
– – ﹤0.01% 423
2024
Q4 		$2.8K Hold
41
– – ﹤0.01% 443
2024
Q3 		$3.3K Hold
41
– – ﹤0.01% 403
2024
Q2 		$2.59K Hold
41
– – ﹤0.01% 432
2024
Q1 		$2.38K Buy
41
+7
+21% +$393 ﹤0.01% 436
2023
Q4 		$1.95K Buy
+34
New +$1.8K ﹤0.01% 440

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

Aspect Partners's CARR Position: Q2 2026 in Review

Aspect Partners held its Carrier Global (CARR) position steady in Q2 2026 at 46 shares worth $3.37K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

Aspect Partners first reported a position in CARR in Q4 2023 and has held it in 11 quarters since. 466 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Aspect Partners held 46 shares of Carrier Global worth $3.37K as of Q2 2026.
  • Aspect Partners left its Carrier Global share count unchanged in Q2 2026.
  • Carrier Global made up ﹤0.01% of Aspect Partners's portfolio in Q2 2026, its #470 holding.
  • Aspect Partners first reported a position in Carrier Global in Q4 2023 and has held it in 11 quarters since.
  • 466 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.