Interchange Capital Partners
CARR icon

Interchange Capital Partners’s Carrier Global CARR Stock Holding History

Interchange Capital Partners’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 		$289K Buy
5,261
+7
+0.1% +$434 0.05% 325
2026
Q2 		$385K Buy
5,254
+188
+4% +$12.3K 0.07% 239
2026
Q1 		$321K Sell
5,066
-83
-2% -$4.91K 0.1% 193
2025
Q4 		$272K Sell
5,149
-159
-3% -$8.84K 0.05% 329
2025
Q3 		$317K Sell
5,308
-8
-0.2% -$543 0.06% 253
2025
Q2 		$389K Buy
5,316
+78
+1% +$5.29K 0.09% 180
2025
Q1 		$332K Buy
5,238
+45
+0.9% +$2.99K 0.09% 188
2024
Q4 		$354K Sell
5,193
-36
-0.7% -$2.72K 0.13% 169
2024
Q3 		$421K Hold
5,229
– – 0.15% 161
2024
Q2 		$330K Buy
+5,229
New +$321K 0.12% 179
2021
Q1 		– Sell
-1,500
Closed -$56K – 355
2020
Q4 		$56K Buy
+1,500
New +$54.3K 0.03% 386

Other funds holding CARR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Interchange Capital Partners's CARR Position: Q3 2026 in Review

Interchange Capital Partners increased its Carrier Global (CARR) stake by 0.13% in Q3 2026, buying an estimated $434 and bringing the position to 5,261 shares worth $289K. The position accounts for 0.05% of the portfolio, ranked #325.

Interchange Capital Partners first reported a position in CARR in Q4 2020 and has held it in 11 quarters since. The position peaked at $421K in Q3 2024. 947 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

  • Interchange Capital Partners held 5,261 shares of Carrier Global worth $289K as of Q3 2026.
  • Interchange Capital Partners bought 7 Carrier Global shares in Q3 2026, an estimated $434.
  • Carrier Global made up 0.05% of Interchange Capital Partners's portfolio in Q3 2026, its #325 holding.
  • Interchange Capital Partners first reported a position in Carrier Global in Q4 2020 and has held it in 11 quarters since.
  • Interchange Capital Partners's Carrier Global position peaked at $421K in Q3 2024.
  • 947 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on Interchange Capital Partners's 13F filing for Q3 2026, filed 28 Oct 2026.