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Bravera Wealth’s Carrier Global CARR Stock Holding History

Bravera Wealth’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 		$33.7K Hold
460
– – 0.01% 202
2026
Q1 		$25.9K Hold
460
– – 0.01% 229
2025
Q4 		$24.3K Buy
+460
New +$25.6K 0.01% 216

Other funds holding CARR

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Bravera Wealth's CARR Position: Q2 2026 in Review

Bravera Wealth held its Carrier Global (CARR) position steady in Q2 2026 at 460 shares worth $33.7K. The position accounts for 0.01% of the portfolio, ranked #202.

Bravera Wealth first reported a position in CARR in Q4 2025 and has held it in 3 quarters since. 468 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Bravera Wealth held 460 shares of Carrier Global worth $33.7K as of Q2 2026.
  • Bravera Wealth left its Carrier Global share count unchanged in Q2 2026.
  • Carrier Global made up 0.01% of Bravera Wealth's portfolio in Q2 2026, its #202 holding.
  • Bravera Wealth first reported a position in Carrier Global in Q4 2025 and has held it in 3 quarters since.
  • 468 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.