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Family Legacy Financial Solutions’s Carrier Global CARR Stock Holding History

Family Legacy Financial 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
Q2 		$788K Sell
10,743
-7,876
-42% -$515K 0.48% 26
2026
Q1 		$1.06M Sell
18,619
-344
-2% -$20.4K 0.86% 23
2025
Q4 		$1M Sell
18,963
-286
-1% -$15.9K 0.77% 25
2025
Q3 		$1.15M Buy
19,249
+1,424
+8% +$96.7K 0.88% 24
2025
Q2 		$1.3M Buy
+17,825
New +$1.21M 1.11% 19

Other funds holding CARR

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
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
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Family Legacy Financial Solutions's CARR Position: Q2 2026 in Review

Family Legacy Financial Solutions reduced its Carrier Global (CARR) stake by 42% in Q2 2026, selling an estimated $515K and leaving 10,743 shares worth $788K. The position accounts for 0.48% of the portfolio, ranked #26.

Family Legacy Financial Solutions first reported a position in CARR in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.3M in Q2 2025. 512 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Family Legacy Financial Solutions held 10,743 shares of Carrier Global worth $788K as of Q2 2026.
  • Family Legacy Financial Solutions sold 7,876 Carrier Global shares in Q2 2026, an estimated $515K.
  • Carrier Global made up 0.48% of Family Legacy Financial Solutions's portfolio in Q2 2026, its #26 holding.
  • Family Legacy Financial Solutions first reported a position in Carrier Global in Q2 2025 and has held it in 5 quarters since.
  • Family Legacy Financial Solutions's Carrier Global position peaked at $1.3M in Q2 2025.
  • 512 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Family Legacy Financial Solutions's 13F filing for Q2 2026, filed 14 Jul 2026.