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Financial Life Planners’s Carrier Global CARR Stock Holding History

Financial Life Planners’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 		$199K Buy
2,706
+10
+0.4% +$654 0.13% 61
2026
Q1 		$152K Buy
+2,696
New +$160K 0.12% 64
2025
Q4 		– Sell
-2,675
Closed -$160K – 102
2025
Q3 		$160K Buy
+2,675
New +$182K 0.11% 65
2025
Q2 		– Sell
-2,689
Closed -$170K – 57
2025
Q1 		$170K Buy
2,689
+9
+0.3% +$598 0.17% 54
2024
Q4 		$183K Buy
+2,680
New +$202K 0.15% 52

Other funds holding CARR

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Financial Life Planners's CARR Position: Q2 2026 in Review

Financial Life Planners increased its Carrier Global (CARR) stake by 0.37% in Q2 2026, buying an estimated $654 and bringing the position to 2,706 shares worth $199K. The position accounts for 0.13% of the portfolio, ranked #61.

Financial Life Planners first reported a position in CARR in Q4 2024 and has held it in 5 quarters since. 698 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Financial Life Planners held 2,706 shares of Carrier Global worth $199K as of Q2 2026.
  • Financial Life Planners bought 10 Carrier Global shares in Q2 2026, an estimated $654.
  • Carrier Global made up 0.13% of Financial Life Planners's portfolio in Q2 2026, its #61 holding.
  • Financial Life Planners first reported a position in Carrier Global in Q4 2024 and has held it in 5 quarters since.
  • 698 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.