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 Q3	$23.4K	Sell	427 -3	-0.7%	-$186	﹤0.01%	200
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

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

DiNuzzo Private Wealth's CARR Position: Q3 2026 in Review

DiNuzzo Private Wealth reduced its Carrier Global (CARR) stake by 0.7% in Q3 2026, selling an estimated $186 and leaving 427 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #200.

DiNuzzo Private Wealth first reported a position in CARR in Q4 2023 and has held it in 12 quarters since. The position peaked at $35.7K in Q3 2024. 523 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

DiNuzzo Private Wealth held 427 shares of Carrier Global worth $23.4K as of Q3 2026.
DiNuzzo Private Wealth sold 3 Carrier Global shares in Q3 2026, an estimated $186.
Carrier Global made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #200 holding.
DiNuzzo Private Wealth first reported a position in Carrier Global in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Carrier Global position peaked at $35.7K in Q3 2024.
523 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.