Hummer Financial Advisory Services’s Carrier Global CARR Stock Holding History

Hummer Financial Advisory 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	$222K	Buy	+3,026	New	+$198K	0.15%	124
2025 Q3	–	Sell	-3,076	Closed	-$225K	–	115
2025 Q2	$225K	Buy	+3,076	New	+$209K	0.17%	105
2025 Q1	–	Sell	-3,076	Closed	-$211K	–	108
2024 Q4	$211K	Buy	+3,076	New	+$232K	0.17%	105

Other funds holding CARR

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Hummer Financial Advisory Services's CARR Position: Q2 2026 in Review

Hummer Financial Advisory Services opened a new position in Carrier Global (CARR) in Q2 2026: 3,026 shares worth $222K. The stake represents 0.15% of the portfolio and ranks #124 among its holdings. This is a return to the name: Hummer Financial Advisory Services previously reported a position in CARR as recently as Q2 2025.

Hummer Financial Advisory Services first reported a position in CARR in Q4 2024 and has held it in 3 quarters since. The position peaked at $225K in Q2 2025. 708 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Hummer Financial Advisory Services held 3,026 shares of Carrier Global worth $222K as of Q2 2026.
Carrier Global was a new Hummer Financial Advisory Services position in Q2 2026.
Carrier Global made up 0.15% of Hummer Financial Advisory Services's portfolio in Q2 2026, its #124 holding.
Hummer Financial Advisory Services first reported a position in Carrier Global in Q4 2024 and has held it in 3 quarters since.
Hummer Financial Advisory Services's Carrier Global position peaked at $225K in Q2 2025.
708 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Hummer Financial Advisory Services's 13F filing for Q2 2026, filed 7 Jul 2026.