Aspect Partners
CARR icon

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
Q3 		$2.47K Sell
45
-1
-2% -$62 ﹤0.01% 505
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

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Professional Advisory Services
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

Aspect Partners's CARR Position: Q3 2026 in Review

Aspect Partners reduced its Carrier Global (CARR) stake by 2.2% in Q3 2026, selling an estimated $62 and leaving 45 shares worth $2.47K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

Aspect Partners first reported a position in CARR in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.37K in Q2 2026. 390 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

  • Aspect Partners held 45 shares of Carrier Global worth $2.47K as of Q3 2026.
  • Aspect Partners sold 1 Carrier Global share in Q3 2026, an estimated $62.
  • Carrier Global made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #505 holding.
  • Aspect Partners first reported a position in Carrier Global in Q4 2023 and has held it in 12 quarters since.
  • Aspect Partners's Carrier Global position peaked at $3.37K in Q2 2026.
  • 390 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.