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Hager Investment Management Services’s Carrier Global CARR Stock Holding History

Hager Investment Management Services’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 		$35.9K Sell
490
-124
-20% -$8.11K 0.02% 165
2026
Q1 		$34.6K Sell
614
-875
-59% -$51.8K 0.02% 163
2025
Q4 		$78.7K Sell
1,489
-3,705
-71% -$206K 0.04% 125
2025
Q3 		$310K Sell
5,194
-7,982
-61% -$542K 0.17% 79
2025
Q2 		$964K Sell
13,176
-104
-0.8% -$7.06K 0.58% 42
2025
Q1 		$842K Buy
13,280
+398
+3% +$26.4K 0.59% 46
2024
Q4 		$879K Buy
+12,882
New +$972K 0.55% 43

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

Hager Investment Management Services's CARR Position: Q2 2026 in Review

Hager Investment Management Services reduced its Carrier Global (CARR) stake by 20% in Q2 2026, selling an estimated $8.11K and leaving 490 shares worth $35.9K. The position accounts for 0.02% of the portfolio, ranked #165.

Hager Investment Management Services first reported a position in CARR in Q4 2024 and has held it in 7 quarters since. The position peaked at $964K in Q2 2025. 466 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Hager Investment Management Services held 490 shares of Carrier Global worth $35.9K as of Q2 2026.
  • Hager Investment Management Services sold 124 Carrier Global shares in Q2 2026, an estimated $8.11K.
  • Carrier Global made up 0.02% of Hager Investment Management Services's portfolio in Q2 2026, its #165 holding.
  • Hager Investment Management Services first reported a position in Carrier Global in Q4 2024 and has held it in 7 quarters since.
  • Hager Investment Management Services's Carrier Global position peaked at $964K in Q2 2025.
  • 466 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.