IFG Advisory’s Carrier Global CARR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$222K Buy
+3,027
New +$198K 0.01% 840
2025
Q3
Sell
-2,971
Closed -$217K 770
2025
Q2
$217K Buy
+2,971
New +$202K 0.01% 699
2025
Q1
Sell
-5,401
Closed -$369K 682
2024
Q4
$369K Buy
+5,401
New +$407K 0.02% 487
2024
Q3
Sell
-5,377
Closed -$339K 415
2024
Q2
$339K Buy
+5,377
New +$330K 0.02% 479
2022
Q2
Sell
-4,896
Closed -$224K 472
2022
Q1
$224K Buy
4,896
+120
+3% +$5.65K 0.02% 454
2021
Q4
$259K Sell
4,776
-121
-2% -$6.53K 0.03% 427
2021
Q3
$253K Sell
4,897
-234
-5% -$12.6K 0.03% 421
2021
Q2
$249K Sell
5,131
-3,970
-44% -$177K 0.03% 417
2021
Q1
$384K Sell
9,101
-627
-6% -$24.4K 0.05% 348
2020
Q4
$366K Sell
9,728
-605
-6% -$21.9K 0.05% 318
2020
Q3
$315K Sell
10,333
-238
-2% -$6.73K 0.05% 316
2020
Q2
$234K Buy
+10,571
New +$196K 0.04% 348

Other funds holding CARR

IFG Advisory's CARR Position: Q2 2026 in Review

IFG Advisory opened a new position in Carrier Global (CARR) in Q2 2026: 3,027 shares worth $222K. The stake represents 0.01% of the portfolio and ranks #840 among its holdings. This is a return to the name: IFG Advisory previously reported a position in CARR as recently as Q2 2025.

IFG Advisory first reported a position in CARR in Q2 2020 and has held it in 12 quarters since. The position peaked at $384K in Q1 2021. 1,647 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • IFG Advisory held 3,027 shares of Carrier Global worth $222K as of Q2 2026.
  • Carrier Global was a new IFG Advisory position in Q2 2026.
  • Carrier Global made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #840 holding.
  • IFG Advisory first reported a position in Carrier Global in Q2 2020 and has held it in 12 quarters since.
  • IFG Advisory's Carrier Global position peaked at $384K in Q1 2021.
  • 1,647 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.