GI
CARR icon

GAMMA Investing’s Carrier Global CARR Stock Holding History

GAMMA Investing’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
Q3 		$1.8M Sell
32,729
-4,181
-11% -$259K 0.06% 252
2026
Q2 		$2.71M Buy
36,910
+7,907
+27% +$517K 0.1% 162
2026
Q1 		$1.63M Buy
29,003
+12,225
+73% +$724K 0.08% 231
2025
Q4 		$887K Sell
16,778
-2,797
-14% -$156K 0.04% 352
2025
Q3 		$1.17M Buy
19,575
+212
+1% +$14.4K 0.06% 251
2025
Q2 		$1.42M Buy
19,363
+2,665
+16% +$181K 0.09% 197
2025
Q1 		$1.06M Buy
16,698
+1,878
+13% +$125K 0.08% 232
2024
Q4 		$1.01M Buy
14,820
+364
+3% +$27.5K 0.09% 206
2024
Q3 		$1.16M Buy
14,456
+3,244
+29% +$226K 0.12% 165
2024
Q2 		$707K Buy
11,212
+1,270
+13% +$78K 0.1% 189
2024
Q1 		$578K Buy
9,942
+1,103
+12% +$62K 0.12% 155
2023
Q4 		$484K Buy
+8,839
New +$468K 0.13% 130

Other funds holding CARR

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing's CARR Position: Q3 2026 in Review

GAMMA Investing reduced its Carrier Global (CARR) stake by 11% in Q3 2026, selling an estimated $259K and leaving 32,729 shares worth $1.8M. The position accounts for 0.06% of the portfolio, ranked #252.

GAMMA Investing first reported a position in CARR in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.71M in Q2 2026. 55 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

  • GAMMA Investing held 32,729 shares of Carrier Global worth $1.8M as of Q3 2026.
  • GAMMA Investing sold 4,181 Carrier Global shares in Q3 2026, an estimated $259K.
  • Carrier Global made up 0.06% of GAMMA Investing's portfolio in Q3 2026, its #252 holding.
  • GAMMA Investing first reported a position in Carrier Global in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Carrier Global position peaked at $2.71M in Q2 2026.
  • 55 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.