Dynamic Advisor Solutions
CARR icon

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
Q3 		$330K Buy
6,009
+208
+4% +$12.9K 0.01% 805
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

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Professional Advisory Services
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Dynamic Advisor Solutions's CARR Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Carrier Global (CARR) stake by 3.6% in Q3 2026, buying an estimated $12.9K and bringing the position to 6,009 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #805.

Dynamic Advisor Solutions first reported a position in CARR in Q2 2020 and has held it in 21 quarters since. The position peaked at $547K in Q3 2024. 276 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

  • Dynamic Advisor Solutions held 6,009 shares of Carrier Global worth $330K as of Q3 2026.
  • Dynamic Advisor Solutions bought 208 Carrier Global shares in Q3 2026, an estimated $12.9K.
  • Carrier Global made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #805 holding.
  • Dynamic Advisor Solutions first reported a position in Carrier Global in Q2 2020 and has held it in 21 quarters since.
  • Dynamic Advisor Solutions's Carrier Global position peaked at $547K in Q3 2024.
  • 276 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.