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Dogwood Wealth Management’s Carrier Global CARR Stock Holding History

Dogwood Wealth 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
Q2 		$7.7K Buy
105
+12
+13% +$784 ﹤0.01% 436
2026
Q1 		$5.24K Sell
93
-13
-12% -$770 ﹤0.01% 465
2025
Q4 		$5.6K Buy
106
+69
+186% +$3.84K ﹤0.01% 400
2025
Q3 		$2.21K Sell
37
-63
-63% -$4.28K ﹤0.01% 512
2025
Q2 		$7.51K Buy
100
+14
+16% +$950 ﹤0.01% 330
2025
Q1 		$5.46K Buy
86
+54
+169% +$3.59K ﹤0.01% 237
2024
Q4 		$2.19K Hold
32
– – ﹤0.01% 229
2024
Q3 		$2.58K Hold
32
– – ﹤0.01% 175
2024
Q2 		$2.02K Hold
32
– – ﹤0.01% 217
2024
Q1 		$1.85K Hold
32
– – ﹤0.01% 217
2023
Q4 		$1.83K Buy
+32
New +$1.69K ﹤0.01% 197

Other funds holding CARR

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
AAS
AdviceOne Advisory Services Glastonbury, Connecticut $177M AUM 26.65% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return