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CARR icon

EWA LLC’s Carrier Global CARR Stock Holding History

EWA LLC’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 		$240K Buy
+3,266
New +$213K 0.04% 260
2025
Q3 		– Sell
-3,388
Closed -$248K – 236
2025
Q2 		$248K Sell
3,388
-102
-3% -$6.92K 0.08% 146
2025
Q1 		$221K Buy
3,490
+24
+0.7% +$1.59K 0.08% 135
2024
Q4 		$237K Sell
3,466
-22
-0.6% -$1.66K 0.09% 125
2024
Q3 		$261K Buy
3,488
+231
+7% +$16.1K 0.09% 113
2024
Q2 		$222K Buy
3,257
+61
+2% +$3.75K 0.09% 113
2024
Q1 		$209K Buy
+3,196
New +$180K 0.09% 111

Other funds holding CARR

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 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 $59.6B 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
AAS
AdviceOne Advisory Services Glastonbury, Connecticut $177M AUM 26.65% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return