CWP
CARR icon

Curated Wealth Partners’s Carrier Global CARR Stock Holding History

Curated Wealth Partners’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
2024
Q2 		– Sell
-12,800
Closed -$744K – 162
2024
Q1 		$744K Buy
+12,800
New +$719K 0.11% 62

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

Curated Wealth Partners's CARR Position: Q2 2026 in Review

Curated Wealth Partners increased its Carrier Global (CARR) stake by 1,488% in Q2 2026, buying an estimated $13.7M and bringing the position to 223,575 shares worth $1.47M. The position accounts for 0.19% of the portfolio, ranked #97.

Curated Wealth Partners first reported a position in CARR in Q4 2020 and has held it in 22 quarters since. 538 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Curated Wealth Partners held 223,575 shares of Carrier Global worth $1.47M as of Q2 2026.
  • Curated Wealth Partners bought 209,500 Carrier Global shares in Q2 2026, an estimated $13.7M.
  • Carrier Global made up 0.19% of Curated Wealth Partners's portfolio in Q2 2026, its #97 holding.
  • Curated Wealth Partners first reported a position in Carrier Global in Q4 2020 and has held it in 22 quarters since.
  • 538 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.