DecisionPoint Financial’s Carrier Global CARR Stock Holding History

DecisionPoint Financial’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	$4.8K	Buy	87 +76	+691%	+$4.71K	﹤0.01%	286
2026 Q2	$793	Buy	11 +7	+175%	+$458	﹤0.01%	497
2026 Q1	$226	Hold	4	–	–	﹤0.01%	614
2025 Q4	$212	Hold	4	–	–	﹤0.01%	676
2025 Q3	$238	Hold	4	–	–	﹤0.01%	603
2025 Q2	$298	Sell	4 -216	-98%	-$14.7K	﹤0.01%	554
2025 Q1	$13.9K	Hold	220	–	–	﹤0.01%	138
2024 Q4	$15K	Hold	220	–	–	﹤0.01%	136
2024 Q3	$17.7K	Hold	220	–	–	0.01%	131
2024 Q2	$15K	Hold	220	–	–	0.01%	137
2024 Q1	$13.3K	Hold	220	–	–	0.01%	147
2023 Q4	$12.6K	Hold	220	–	–	0.01%	121
2023 Q3	$12.1K	Hold	220	–	–	0.01%	111
2023 Q2	$10.9K	Hold	220	–	–	0.01%	115
2023 Q1	$10.1K	Hold	220	–	–	0.01%	110
2022 Q4	$9.08K	Buy	+220	New	+$8.93K	0.01%	100

Other funds holding CARR

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

DecisionPoint Financial's CARR Position: Q3 2026 in Review

DecisionPoint Financial increased its Carrier Global (CARR) stake by 691% in Q3 2026, buying an estimated $4.71K and bringing the position to 87 shares worth $4.8K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

DecisionPoint Financial first reported a position in CARR in Q4 2022 and has held it in 16 quarters since. The position peaked at $17.7K in Q3 2024. 520 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

DecisionPoint Financial held 87 shares of Carrier Global worth $4.8K as of Q3 2026.
DecisionPoint Financial bought 76 Carrier Global shares in Q3 2026, an estimated $4.71K.
Carrier Global made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #286 holding.
DecisionPoint Financial first reported a position in Carrier Global in Q4 2022 and has held it in 16 quarters since.
DecisionPoint Financial's Carrier Global position peaked at $17.7K in Q3 2024.
520 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.