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Everhart Financial Group’s Carrier Global CARR Stock Holding History

Everhart Financial Group’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 		$275K Buy
+3,745
New +$245K 0.02% 396

Other funds holding CARR

PAM
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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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

Everhart Financial Group's CARR Position: Q2 2026 in Review

Everhart Financial Group opened a new position in Carrier Global (CARR) in Q2 2026: 3,745 shares worth $275K. The stake represents 0.02% of the portfolio and ranks #396 among its holdings.

302 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Everhart Financial Group held 3,745 shares of Carrier Global worth $275K as of Q2 2026.
  • Carrier Global was a new Everhart Financial Group position in Q2 2026.
  • Carrier Global made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #396 holding.
  • 302 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.