Clean Yield Group
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Clean Yield Group’s Carrier Global CARR Stock Holding History

Clean Yield Group’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 		$108K Hold
1,962
– – 0.03% 195
2026
Q2 		$144K Hold
1,962
– – 0.04% 172
2026
Q1 		$110K Hold
1,962
– – 0.03% 174
2025
Q4 		$104K Hold
1,962
– – 0.03% 169
2025
Q3 		$117K Hold
1,962
– – 0.03% 159
2025
Q2 		$144K Sell
1,962
-12
-0.6% -$814 0.04% 147
2025
Q1 		$125K Hold
1,974
– – 0.04% 154
2024
Q4 		$135K Hold
1,974
– – 0.04% 154
2024
Q3 		$159K Buy
1,974
+12
+0.6% +$836 0.05% 143
2024
Q2 		$124K Hold
1,962
– – 0.05% 155
2024
Q1 		$114K Sell
1,962
-262
-12% -$14.7K 0.04% 165
2023
Q4 		$128K Sell
2,224
-35
-2% -$1.85K 0.05% 154
2023
Q3 		$127K Hold
2,259
– – 0.06% 150
2023
Q2 		$112K Hold
2,259
– – 0.05% 167
2023
Q1 		$103K Hold
2,259
– – 0.04% 174
2022
Q4 		$93.2K Hold
2,259
– – 0.04% 181
2022
Q3 		$80K Hold
2,259
– – 0.04% 192
2022
Q2 		$81K Hold
2,259
– – 0.03% 200
2022
Q1 		$104K Hold
2,259
– – 0.04% 195
2021
Q4 		$123K Hold
2,259
– – 0.04% 193
2021
Q3 		$117K Buy
2,259
+262
+13% +$14.1K 0.04% 196
2021
Q2 		$97K Buy
+1,997
New +$89.2K 0.03% 208
2021
Q1 		– Sell
-1,831
Closed -$69K – 188
2020
Q4 		$69K Buy
1,831
+131
+8% +$4.74K 0.02% 221
2020
Q3 		$52K Sell
1,700
-666
-28% -$18.8K 0.02% 223
2020
Q2 		$53K Buy
+2,366
New +$44K 0.02% 210

Other funds holding CARR

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management Boston, Massachusetts $2.31B AUM 23.57% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Clean Yield Group's CARR Position: Q3 2026 in Review

Clean Yield Group held its Carrier Global (CARR) position steady in Q3 2026 at 1,962 shares worth $108K. The position accounts for 0.03% of the portfolio, ranked #195.

Clean Yield Group first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $159K in Q3 2024. 587 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

  • Clean Yield Group held 1,962 shares of Carrier Global worth $108K as of Q3 2026.
  • Clean Yield Group left its Carrier Global share count unchanged in Q3 2026.
  • Carrier Global made up 0.03% of Clean Yield Group's portfolio in Q3 2026, its #195 holding.
  • Clean Yield Group first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • Clean Yield Group's Carrier Global position peaked at $159K in Q3 2024.
  • 587 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.