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Cyndeo Wealth Partners’s Carrier Global CARR Stock Holding History

Cyndeo 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
2026
Q2 		$395K Buy
+5,384
New +$352K 0.02% 386

Other funds holding CARR

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

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

Cyndeo Wealth Partners opened a new position in Carrier Global (CARR) in Q2 2026: 5,384 shares worth $395K. The stake represents 0.02% of the portfolio and ranks #386 among its holdings.

336 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Cyndeo Wealth Partners held 5,384 shares of Carrier Global worth $395K as of Q2 2026.
  • Carrier Global was a new Cyndeo Wealth Partners position in Q2 2026.
  • Carrier Global made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #386 holding.
  • 336 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.