Cedar Mountain Advisors’s Carrier Global CARR Stock Holding History

Cedar Mountain 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 Q2	$26.1K	Buy	357 +1	+0.3%	+$65	﹤0.01%	280
2026 Q1	$20.1K	Hold	356	–	–	﹤0.01%	296
2025 Q4	$18.8K	Hold	356	–	–	﹤0.01%	189
2025 Q3	$21.2K	Buy	356 +9	+3%	+$611	﹤0.01%	184
2025 Q2	$25.4K	Buy	347 +1	+0.3%	+$68	0.01%	142
2025 Q1	$22K	Hold	346	–	–	﹤0.01%	146
2024 Q4	$23.6K	Hold	346	–	–	0.01%	143
2024 Q3	$27.8K	Hold	346	–	–	0.01%	123
2024 Q2	$21.8K	Hold	346	–	–	0.01%	134
2024 Q1	$20.1K	Buy	346 +1	+0.3%	+$56	0.01%	136
2023 Q4	$19.8K	Hold	345	–	–	0.01%	130
2023 Q3	$19.1K	Hold	345	–	–	0.01%	120
2023 Q2	$17.1K	Hold	345	–	–	﹤0.01%	127
2023 Q1	$15.8K	Buy	345 +1	+0.3%	+$45	﹤0.01%	129
2022 Q4	$14.2K	Hold	344	–	–	﹤0.01%	132
2022 Q3	$12K	Hold	344	–	–	﹤0.01%	141
2022 Q2	$12K	Hold	344	–	–	﹤0.01%	149
2022 Q1	$16K	Hold	344	–	–	﹤0.01%	138
2021 Q4	$19K	Buy	344 +1	+0.3%	+$54	0.01%	129
2021 Q3	$18K	Hold	343	–	–	0.01%	127
2021 Q2	$17K	Sell	343 -513	-60%	-$22.9K	0.01%	126
2021 Q1	$36K	Buy	856 +639	+294%	+$24.8K	0.01%	91
2020 Q4	$8K	Hold	217	–	–	﹤0.01%	184
2020 Q3	$7K	Sell	217 -142	-40%	-$4.02K	﹤0.01%	176
2020 Q2	$8K	Buy	+359	New	+$6.67K	﹤0.01%	160

Other funds holding CARR

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

AdviceOne Advisory Services Glastonbury, Connecticut $177M AUM 26.65% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return