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Beaird Harris Wealth Management’s Carrier Global CARR Stock Holding History

Beaird Harris Wealth Management’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 		$294 Hold
4
– – ﹤0.01% 634
2026
Q1 		$226 Hold
4
– – ﹤0.01% 623
2025
Q4 		$212 Sell
4
-244
-98% -$13.6K ﹤0.01% 648
2025
Q3 		$14.8K Sell
248
-108
-30% -$7.34K ﹤0.01% 357
2025
Q2 		$26.1K Hold
356
– – ﹤0.01% 308
2025
Q1 		$22.6K Hold
356
– – ﹤0.01% 301
2024
Q4 		$24.3K Buy
+356
New +$26.9K ﹤0.01% 295
2024
Q3 		– Sell
-217
Closed -$13.7K – 547
2024
Q2 		$13.7K Buy
+217
New +$13.3K ﹤0.01% 340
2023
Q1 		– Sell
-100
Closed -$4.13K – 521
2022
Q4 		$4.13K Buy
+100
New +$4.06K ﹤0.01% 453
2022
Q1 		– Sell
-7
Closed – – 623
2021
Q4 		$0 Buy
+7
New +$378 ﹤0.01% 651

Other funds holding CARR

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
AAS
AdviceOne Advisory Services Glastonbury, Connecticut $177M AUM 26.65% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
RBCM
Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return