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First Heartland Consultants’s Carrier Global CARR Stock Holding History

First Heartland Consultants’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 		$1.61M Sell
21,939
-5,957
-21% -$389K 0.1% 159
2026
Q1 		$1.57M Buy
+27,896
New +$1.65M 0.12% 149

Other funds holding CARR

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

First Heartland Consultants's CARR Position: Q2 2026 in Review

First Heartland Consultants reduced its Carrier Global (CARR) stake by 21% in Q2 2026, selling an estimated $389K and leaving 21,939 shares worth $1.61M. The position accounts for 0.1% of the portfolio, ranked #159.

First Heartland Consultants first reported a position in CARR in Q1 2026 and has held it in 2 quarters since. 466 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • First Heartland Consultants held 21,939 shares of Carrier Global worth $1.61M as of Q2 2026.
  • First Heartland Consultants sold 5,957 Carrier Global shares in Q2 2026, an estimated $389K.
  • Carrier Global made up 0.1% of First Heartland Consultants's portfolio in Q2 2026, its #159 holding.
  • First Heartland Consultants first reported a position in Carrier Global in Q1 2026 and has held it in 2 quarters since.
  • 466 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.