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High Point Wealth Management’s Carrier Global CARR Stock Holding History

High Point Wealth Management’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 		$11.7K Hold
160
– – 0.01% 210
2026
Q1 		$9.01K Buy
+160
New +$9.47K 0.01% 216

Other funds holding CARR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

High Point Wealth Management's CARR Position: Q2 2026 in Review

High Point Wealth Management held its Carrier Global (CARR) position steady in Q2 2026 at 160 shares worth $11.7K. The position accounts for 0.01% of the portfolio, ranked #210.

High Point Wealth Management first reported a position in CARR in Q1 2026 and has held it in 2 quarters since. 975 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • High Point Wealth Management held 160 shares of Carrier Global worth $11.7K as of Q2 2026.
  • High Point Wealth Management left its Carrier Global share count unchanged in Q2 2026.
  • Carrier Global made up 0.01% of High Point Wealth Management's portfolio in Q2 2026, its #210 holding.
  • High Point Wealth Management first reported a position in Carrier Global in Q1 2026 and has held it in 2 quarters since.
  • 975 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.