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Diversified Management’s Carrier Global CARR Stock Holding History

Diversified Management’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 		$2.36M Buy
+42,945
New +$2.66M 0.41% 48
2026
Q2 		– Sell
-48,450
Closed -$2.73M – 190
2026
Q1 		$2.73M Buy
+48,450
New +$2.87M 0.47% 46

Other funds holding CARR

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Diversified Management's CARR Position: Q3 2026 in Review

Diversified Management opened a new position in Carrier Global (CARR) in Q3 2026: 42,945 shares worth $2.36M. The stake represents 0.41% of the portfolio and ranks #48 among its holdings. This is a return to the name: Diversified Management previously reported a position in CARR as recently as Q1 2026.

Diversified Management first reported a position in CARR in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.73M in Q1 2026. 55 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

  • Diversified Management held 42,945 shares of Carrier Global worth $2.36M as of Q3 2026.
  • Carrier Global was a new Diversified Management position in Q3 2026.
  • Carrier Global made up 0.41% of Diversified Management's portfolio in Q3 2026, its #48 holding.
  • Diversified Management first reported a position in Carrier Global in Q1 2026 and has held it in 2 quarters since.
  • Diversified Management's Carrier Global position peaked at $2.73M in Q1 2026.
  • 55 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on Diversified Management's 13F filing for Q3 2026, filed 8 Oct 2026.