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Douglas Lane & Associates’s Carrier Global CARR Stock Holding History

Douglas Lane & Associates’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 		– Sell
-3,810
Closed -$279K – 246
2026
Q2 		$279K Sell
3,810
-96
-2% -$6.27K ﹤0.01% 228
2026
Q1 		$220K Hold
3,906
– – ﹤0.01% 228
2025
Q4 		$206K Sell
3,906
-125
-3% -$6.95K ﹤0.01% 233
2025
Q3 		$241K Sell
4,031
-200
-5% -$13.6K ﹤0.01% 224
2025
Q2 		$310K Sell
4,231
-30
-0.7% -$2.04K ﹤0.01% 204
2025
Q1 		$270K Sell
4,261
-192
-4% -$12.8K ﹤0.01% 214
2024
Q4 		$304K Sell
4,453
-938
-17% -$70.8K ﹤0.01% 208
2024
Q3 		$434K Sell
5,391
-164
-3% -$11.4K 0.01% 191
2024
Q2 		$350K Sell
5,555
-190
-3% -$11.7K 0.01% 198
2024
Q1 		$334K Hold
5,745
– – ﹤0.01% 203
2023
Q4 		$330K Hold
5,745
– – 0.01% 200
2023
Q3 		$317K Buy
+5,745
New +$316K 0.01% 198
2022
Q1 		– Sell
-4,089
Closed -$222K – 224
2021
Q4 		$222K Sell
4,089
-600
-13% -$32.4K ﹤0.01% 223
2021
Q3 		$243K Sell
4,689
-926
-16% -$49.8K ﹤0.01% 209
2021
Q2 		$273K Buy
5,615
+11
+0.2% +$492 ﹤0.01% 198
2021
Q1 		$237K Buy
+5,604
New +$218K ﹤0.01% 200

Other funds holding CARR

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Douglas Lane & Associates's CARR Position: Q3 2026 in Review

Douglas Lane & Associates sold out of Carrier Global (CARR) in Q3 2026, closing a stake of 3,810 shares — an estimated $279K sold.

Douglas Lane & Associates first reported a position in CARR in Q1 2021 and held it in 16 quarters. The position peaked at $434K in Q3 2024. 124 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

  • Douglas Lane & Associates reported no remaining Carrier Global position as of Q3 2026 after selling out during the quarter.
  • Douglas Lane & Associates sold 3,810 Carrier Global shares in Q3 2026, an estimated $279K.
  • Douglas Lane & Associates first reported a position in Carrier Global in Q1 2021 and held it in 16 quarters.
  • Douglas Lane & Associates's Carrier Global position peaked at $434K in Q3 2024.
  • 124 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on Douglas Lane & Associates's 13F filing for Q3 2026, filed 9 Oct 2026.