Econ Financial Services
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Econ Financial Services’s Carrier Global CARR Stock Holding History

Econ Financial Services’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
-30,863
Closed -$2.26M – 90
2026
Q2 		$2.26M Buy
+30,863
New +$2.02M 1.06% 41

Other funds holding CARR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Econ Financial Services's CARR Position: Q3 2026 in Review

Econ Financial Services sold out of Carrier Global (CARR) in Q3 2026, closing a stake of 30,863 shares — an estimated $2.26M sold.

Econ Financial Services first reported a position in CARR in Q2 2026 and held it in 1 quarter. The position peaked at $2.26M in Q2 2026. 997 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

  • Econ Financial Services reported no remaining Carrier Global position as of Q3 2026 after selling out during the quarter.
  • Econ Financial Services sold 30,863 Carrier Global shares in Q3 2026, an estimated $2.26M.
  • Econ Financial Services first reported a position in Carrier Global in Q2 2026 and held it in 1 quarter.
  • Econ Financial Services's Carrier Global position peaked at $2.26M in Q2 2026.
  • 997 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on Econ Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.