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General Partner Inc’s Carrier Global CARR Stock Holding History

General Partner Inc’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 		$483K Hold
6,583
– – 0.26% 66
2026
Q1 		$371K Hold
6,583
– – 0.23% 64
2025
Q4 		$348K Hold
6,583
– – 0.2% 70
2025
Q3 		$393K Hold
6,583
– – 0.22% 65
2025
Q2 		$482K Hold
6,583
– – 0.28% 57
2025
Q1 		$417K Hold
6,583
– – 0.27% 58
2024
Q4 		$449K Hold
6,583
– – 0.27% 57
2024
Q3 		$530K Hold
6,583
– – 0.33% 56
2024
Q2 		$415K Buy
6,583
+63
+1% +$3.87K 0.27% 59
2024
Q1 		$379K Buy
6,520
+520
+9% +$29.2K 0.24% 66
2023
Q4 		$339K Hold
6,000
– – 0.28% 54
2023
Q3 		$321K Hold
6,000
– – 0.29% 52
2023
Q2 		$298K Hold
6,000
– – 0.25% 57
2023
Q1 		$251K Hold
6,000
– – 0.22% 59
2022
Q4 		$248K Buy
+6,000
New +$243K 0.23% 59

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
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
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
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
CRB
Chad R. Baker $620M AUM 42.67% 1-Year Est. Return

General Partner Inc's CARR Position: Q2 2026 in Review

General Partner Inc held its Carrier Global (CARR) position steady in Q2 2026 at 6,583 shares worth $483K. The position accounts for 0.26% of the portfolio, ranked #66.

General Partner Inc first reported a position in CARR in Q4 2022 and has held it in 15 quarters since. The position peaked at $530K in Q3 2024. 258 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • General Partner Inc held 6,583 shares of Carrier Global worth $483K as of Q2 2026.
  • General Partner Inc left its Carrier Global share count unchanged in Q2 2026.
  • Carrier Global made up 0.26% of General Partner Inc's portfolio in Q2 2026, its #66 holding.
  • General Partner Inc first reported a position in Carrier Global in Q4 2022 and has held it in 15 quarters since.
  • General Partner Inc's Carrier Global position peaked at $530K in Q3 2024.
  • 258 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on General Partner Inc's 13F filing for Q2 2026, filed 6 Jul 2026.