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Benedict Financial Advisors’s Carrier Global CARR Stock Holding History

Benedict Financial Advisors’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 		$653K Sell
11,900
-500
-4% -$31K 0.13% 105
2026
Q2 		$910K Sell
12,400
-158
-1% -$10.3K 0.18% 101
2026
Q1 		$707K Sell
12,558
-10
-0.1% -$592 0.15% 103
2025
Q4 		$664K Buy
12,568
+82
+0.7% +$4.56K 0.14% 104
2025
Q3 		$745K Buy
12,486
+20
+0.2% +$1.36K 0.16% 103
2025
Q2 		$912K Sell
12,466
-348
-3% -$23.6K 0.21% 97
2025
Q1 		$812K Sell
12,814
-78
-0.6% -$5.18K 0.19% 98
2024
Q4 		$880K Sell
12,892
-108
-0.8% -$8.15K 0.21% 95
2024
Q3 		$1.05M Sell
13,000
-36
-0.3% -$2.51K 0.25% 92
2024
Q2 		$822K Buy
13,036
+61
+0.5% +$3.75K 0.21% 96
2024
Q1 		$754K Buy
12,975
+14
+0.1% +$787 0.19% 99
2023
Q4 		$745K Buy
12,961
+20
+0.2% +$1.06K 0.2% 95
2023
Q3 		$714K Buy
12,941
+110
+0.9% +$6.05K 0.21% 97
2023
Q2 		$638K Buy
12,831
+51
+0.4% +$2.24K 0.18% 98
2023
Q1 		$585K Buy
12,780
+23
+0.2% +$1.03K 0.16% 99
2022
Q4 		$526K Sell
12,757
-877
-6% -$35.6K 0.16% 95
2022
Q3 		$485K Buy
13,634
+114
+0.8% +$4.49K 0.16% 97
2022
Q2 		$482K Buy
13,520
+152
+1% +$5.97K 0.14% 101
2022
Q1 		$613K Sell
13,368
-29
-0.2% -$1.37K 0.16% 99
2021
Q4 		$727K Sell
13,397
-586
-4% -$31.6K 0.19% 96
2021
Q3 		$724K Buy
13,983
+13
+0.1% +$700 0.2% 99
2021
Q2 		$679K Sell
13,970
-350
-2% -$15.6K 0.19% 99
2021
Q1 		$605K Buy
14,320
+470
+3% +$18.3K 0.17% 98
2020
Q4 		$522K Sell
13,850
-1,183
-8% -$42.8K 0.19% 85
2020
Q3 		$459K Sell
15,033
-7,306
-33% -$207K 0.18% 89
2020
Q2 		$496K Buy
+22,339
New +$415K 0.2% 87

Other funds holding CARR

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Benedict Financial Advisors's CARR Position: Q3 2026 in Review

Benedict Financial Advisors reduced its Carrier Global (CARR) stake by 4% in Q3 2026, selling an estimated $31K and leaving 11,900 shares worth $653K. The position accounts for 0.13% of the portfolio, ranked #105.

Benedict Financial Advisors first reported a position in CARR in Q2 2020 and has held it in 26 quarters since. The position peaked at $1.05M in Q3 2024. 64 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

  • Benedict Financial Advisors held 11,900 shares of Carrier Global worth $653K as of Q3 2026.
  • Benedict Financial Advisors sold 500 Carrier Global shares in Q3 2026, an estimated $31K.
  • Carrier Global made up 0.13% of Benedict Financial Advisors's portfolio in Q3 2026, its #105 holding.
  • Benedict Financial Advisors first reported a position in Carrier Global in Q2 2020 and has held it in 26 quarters since.
  • Benedict Financial Advisors's Carrier Global position peaked at $1.05M in Q3 2024.
  • 64 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on Benedict Financial Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.