IFG Advisory’s Carrier Global CARR Stock Holding History

IFG Advisory’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 Q3	$166K	Sell	3,019 -8	-0.3%	-$496	0.01%	925
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

IFG Advisory's CARR Position: Q3 2026 in Review

IFG Advisory reduced its Carrier Global (CARR) stake by 0.26% in Q3 2026, selling an estimated $496 and leaving 3,019 shares worth $166K. The position accounts for 0.01% of the portfolio, ranked #925.

IFG Advisory first reported a position in CARR in Q2 2020 and has held it in 13 quarters since. The position peaked at $384K in Q1 2021. 912 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

IFG Advisory held 3,019 shares of Carrier Global worth $166K as of Q3 2026.
IFG Advisory sold 8 Carrier Global shares in Q3 2026, an estimated $496.
Carrier Global made up 0.01% of IFG Advisory's portfolio in Q3 2026, its #925 holding.
IFG Advisory first reported a position in Carrier Global in Q2 2020 and has held it in 13 quarters since.
IFG Advisory's Carrier Global position peaked at $384K in Q1 2021.
912 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.