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Dynamic Advisor Solutions’s Carrier Global CARR Stock Holding History

Dynamic Advisor Solutions’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 		$426K Buy
5,801
+158
+3% +$10.3K 0.01% 728
2026
Q1 		$318K Buy
5,643
+228
+4% +$13.5K 0.01% 792
2025
Q4 		$286K Buy
5,415
+87
+2% +$4.84K 0.01% 795
2025
Q3 		$318K Buy
5,328
+336
+7% +$22.8K 0.01% 758
2025
Q2 		$365K Sell
4,992
-71
-1% -$4.82K 0.01% 683
2025
Q1 		$321K Buy
5,063
+11
+0.2% +$731 0.01% 690
2024
Q4 		$345K Sell
5,052
-1,748
-26% -$132K 0.01% 501
2024
Q3 		$547K Sell
6,800
-319
-4% -$22.2K 0.02% 600
2024
Q2 		$449K Sell
7,119
-541
-7% -$33.2K 0.01% 648
2024
Q1 		$445K Buy
7,660
+84
+1% +$4.72K 0.02% 632
2023
Q4 		$422K Buy
7,576
+614
+9% +$32.5K 0.02% 618
2023
Q3 		$384K Buy
6,962
+1,715
+33% +$94.4K 0.02% 591
2023
Q2 		$261K Buy
5,247
+371
+8% +$16.3K 0.01% 668
2023
Q1 		$223K Buy
+4,876
New +$218K 0.01% 671
2022
Q1 		– Sell
-4,964
Closed -$269K – 728
2021
Q4 		$269K Sell
4,964
-446
-8% -$24.1K 0.02% 602
2021
Q3 		$280K Buy
5,410
+391
+8% +$21K 0.02% 592
2021
Q2 		$244K Sell
5,019
-901
-15% -$40.3K 0.02% 608
2021
Q1 		$250K Sell
5,920
-4,605
-44% -$179K 0.02% 554
2020
Q4 		$397K Buy
+10,525
New +$381K 0.04% 422
2020
Q3 		– Sell
-9,593
Closed -$213K – 624
2020
Q2 		$213K Buy
+9,593
New +$178K 0.03% 464

Other funds holding CARR

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
CRB
Chad R. Baker $620M AUM 42.67% 1-Year Est. Return

Dynamic Advisor Solutions's CARR Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Carrier Global (CARR) stake by 2.8% in Q2 2026, buying an estimated $10.3K and bringing the position to 5,801 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #728.

Dynamic Advisor Solutions first reported a position in CARR in Q2 2020 and has held it in 20 quarters since. The position peaked at $547K in Q3 2024. 262 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Dynamic Advisor Solutions held 5,801 shares of Carrier Global worth $426K as of Q2 2026.
  • Dynamic Advisor Solutions bought 158 Carrier Global shares in Q2 2026, an estimated $10.3K.
  • Carrier Global made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #728 holding.
  • Dynamic Advisor Solutions first reported a position in Carrier Global in Q2 2020 and has held it in 20 quarters since.
  • Dynamic Advisor Solutions's Carrier Global position peaked at $547K in Q3 2024.
  • 262 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.