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Elevation Wealth Partners’s Carrier Global CARR Stock Holding History

Elevation Wealth Partners’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 		$9.24K Buy
168
+6
+4% +$372 ﹤0.01% 917
2026
Q2 		$11.9K Buy
162
+1
+0.6% +$65 ﹤0.01% 758
2026
Q1 		$9.09K Buy
161
+25
+18% +$1.48K ﹤0.01% 536
2025
Q4 		$7.18K Buy
136
+1
+0.7% +$56 ﹤0.01% 547
2025
Q3 		$8.08K Hold
135
– – ﹤0.01% 411
2025
Q2 		$9.87K Buy
135
+1
+0.7% +$68 ﹤0.01% 368
2025
Q1 		$8.53K Hold
134
– – ﹤0.01% 376
2024
Q4 		$9.15K Buy
+134
New +$10.1K ﹤0.01% 374
2024
Q1 		– Sell
-195
Closed -$10.8K – 482
2023
Q4 		$10.8K Buy
+195
New +$10.3K 0.01% 324

Other funds holding CARR

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Elevation Wealth Partners's CARR Position: Q3 2026 in Review

Elevation Wealth Partners increased its Carrier Global (CARR) stake by 3.7% in Q3 2026, buying an estimated $372 and bringing the position to 168 shares worth $9.24K. The position accounts for ﹤0.01% of the portfolio, ranked #917.

Elevation Wealth Partners first reported a position in CARR in Q4 2023 and has held it in 9 quarters since. The position peaked at $11.9K in Q2 2026. 55 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

  • Elevation Wealth Partners held 168 shares of Carrier Global worth $9.24K as of Q3 2026.
  • Elevation Wealth Partners bought 6 Carrier Global shares in Q3 2026, an estimated $372.
  • Carrier Global made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #917 holding.
  • Elevation Wealth Partners first reported a position in Carrier Global in Q4 2023 and has held it in 9 quarters since.
  • Elevation Wealth Partners's Carrier Global position peaked at $11.9K in Q2 2026.
  • 55 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.