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DiNuzzo Private Wealth’s Carrier Global CARR Stock Holding History

DiNuzzo Private Wealth’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 		$31.5K Buy
430
+2
+0.5% +$131 ﹤0.01% 170
2026
Q1 		$24.1K Sell
428
-1
-0.2% -$59 ﹤0.01% 184
2025
Q4 		$22.7K Sell
429
-4
-0.9% -$222 ﹤0.01% 185
2025
Q3 		$28.2K Hold
433
– – ﹤0.01% 161
2025
Q2 		$31.7K Sell
433
-4
-0.9% -$271 ﹤0.01% 153
2025
Q1 		$27.7K Sell
437
-2
-0.5% -$133 ﹤0.01% 152
2024
Q4 		$30K Sell
439
-5
-1% -$377 ﹤0.01% 147
2024
Q3 		$35.7K Sell
444
-4
-0.9% -$279 ﹤0.01% 144
2024
Q2 		$28.3K Buy
448
+5
+1% +$307 ﹤0.01% 121
2024
Q1 		$25.8K Hold
443
– – ﹤0.01% 120
2023
Q4 		$25.5K Buy
+443
New +$23.4K ﹤0.01% 120

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DiNuzzo Private Wealth's CARR Position: Q2 2026 in Review

DiNuzzo Private Wealth increased its Carrier Global (CARR) stake by 0.47% in Q2 2026, buying an estimated $131 and bringing the position to 430 shares worth $31.5K. The position accounts for ﹤0.01% of the portfolio, ranked #170.

DiNuzzo Private Wealth first reported a position in CARR in Q4 2023 and has held it in 11 quarters since. The position peaked at $35.7K in Q3 2024. 619 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • DiNuzzo Private Wealth held 430 shares of Carrier Global worth $31.5K as of Q2 2026.
  • DiNuzzo Private Wealth bought 2 Carrier Global shares in Q2 2026, an estimated $131.
  • Carrier Global made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #170 holding.
  • DiNuzzo Private Wealth first reported a position in Carrier Global in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's Carrier Global position peaked at $35.7K in Q3 2024.
  • 619 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.