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Hoese & Co’s Carrier Global CARR Stock Holding History

Hoese & Co’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 		$14.7K Buy
+200
New +$13.1K 0.01% 150

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

Hoese & Co's CARR Position: Q2 2026 in Review

Hoese & Co opened a new position in Carrier Global (CARR) in Q2 2026: 200 shares worth $14.7K. The stake represents 0.01% of the portfolio and ranks #150 among its holdings.

466 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Hoese & Co held 200 shares of Carrier Global worth $14.7K as of Q2 2026.
  • Carrier Global was a new Hoese & Co position in Q2 2026.
  • Carrier Global made up 0.01% of Hoese & Co's portfolio in Q2 2026, its #150 holding.
  • 466 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Hoese & Co's 13F filing for Q2 2026, filed 14 Jul 2026.