Atwood & Palmer’s Carrier Global CARR Stock Holding History

Atwood & Palmer’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	$558K	Hold	7,607	–	–	0.03%	115
2026 Q1	$428K	Hold	7,607	–	–	0.02%	123
2025 Q4	$402K	Hold	7,607	–	–	0.02%	120
2025 Q3	$454K	Hold	7,607	–	–	0.03%	117
2025 Q2	$557K	Hold	7,607	–	–	0.03%	111
2025 Q1	$482K	Sell	7,607 -100	-1%	-$6.64K	0.03%	111
2024 Q4	$526K	Hold	7,707	–	–	0.04%	111
2024 Q3	$620K	Hold	7,707	–	–	0.04%	101
2024 Q2	$486K	Sell	7,707 -100	-1%	-$6.14K	0.04%	104
2024 Q1	$454K	Buy	7,807 +57	+0.7%	+$3.2K	0.03%	109
2023 Q4	$445K	Hold	7,750	–	–	0.04%	111
2023 Q3	$428K	Hold	7,750	–	–	0.04%	107
2023 Q2	$385K	Buy	7,750 +400	+5%	+$17.6K	0.03%	116
2023 Q1	$336K	Hold	7,350	–	–	0.03%	113
2022 Q4	$303K	Hold	7,350	–	–	0.03%	124
2022 Q3	$261K	Hold	7,350	–	–	0.03%	127
2022 Q2	$262K	Sell	7,350 -1,675	-19%	-$65.8K	0.03%	128
2022 Q1	$414K	Hold	9,025	–	–	0.04%	115
2021 Q4	$490K	Hold	9,025	–	–	0.04%	114
2021 Q3	$467K	Hold	9,025	–	–	0.04%	113
2021 Q2	$439K	Hold	9,025	–	–	0.04%	117
2021 Q1	$381K	Hold	9,025	–	–	0.04%	122
2020 Q4	$340K	Hold	9,025	–	–	0.04%	120
2020 Q3	$276K	Sell	9,025 -305	-3%	-$8.63K	0.03%	115
2020 Q2	$207K	Buy	+9,330	New	+$173K	0.03%	122

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

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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) 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 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

Atwood & Palmer's CARR Position: Q2 2026 in Review

Atwood & Palmer held its Carrier Global (CARR) position steady in Q2 2026 at 7,607 shares worth $558K. The position accounts for 0.03% of the portfolio, ranked #115.

Atwood & Palmer first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $620K in Q3 2024. 466 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Atwood & Palmer held 7,607 shares of Carrier Global worth $558K as of Q2 2026.
Atwood & Palmer left its Carrier Global share count unchanged in Q2 2026.
Carrier Global made up 0.03% of Atwood & Palmer's portfolio in Q2 2026, its #115 holding.
Atwood & Palmer first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
Atwood & Palmer's Carrier Global position peaked at $620K in Q3 2024.
466 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.