Cedar Mountain Advisors
CARR icon

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
Q3 		$19.6K Hold
357
– – ﹤0.01% 309
2026
Q2 		$26.2K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Cedar Mountain Advisors's CARR Position: Q3 2026 in Review

Cedar Mountain Advisors held its Carrier Global (CARR) position steady in Q3 2026 at 357 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

Cedar Mountain Advisors first reported a position in CARR in Q2 2020 and has held it in 26 quarters since. The position peaked at $36K in Q1 2021. 997 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

  • Cedar Mountain Advisors held 357 shares of Carrier Global worth $19.6K as of Q3 2026.
  • Cedar Mountain Advisors left its Carrier Global share count unchanged in Q3 2026.
  • Carrier Global made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #309 holding.
  • Cedar Mountain Advisors first reported a position in Carrier Global in Q2 2020 and has held it in 26 quarters since.
  • Cedar Mountain Advisors's Carrier Global position peaked at $36K in Q1 2021.
  • 997 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.