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Investment Research & Advisory Group’s Carrier Global CARR Stock Holding History

Investment Research & Advisory Group’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 		$34.8K Hold
451
– – 0.01% 161
2026
Q1 		$26.7K Hold
451
– – 0.01% 157
2025
Q4 		$24.4K Sell
451
-51
-10% -$2.83K 0.01% 161
2025
Q3 		$30.9K Hold
502
– – 0.01% 136
2025
Q2 		$36.7K Buy
502
+51
+11% +$3.46K 0.01% 119
2025
Q1 		$28.6K Buy
+451
New +$30K 0.01% 132

Other funds holding CARR

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
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
New York State Common Retirement Fund
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)
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
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Investment Research & Advisory Group's CARR Position: Q2 2026 in Review

Investment Research & Advisory Group held its Carrier Global (CARR) position steady in Q2 2026 at 451 shares worth $34.8K. The position accounts for 0.01% of the portfolio, ranked #161.

Investment Research & Advisory Group first reported a position in CARR in Q1 2025 and has held it in 6 quarters since. The position peaked at $36.7K in Q2 2025. 620 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Investment Research & Advisory Group held 451 shares of Carrier Global worth $34.8K as of Q2 2026.
  • Investment Research & Advisory Group left its Carrier Global share count unchanged in Q2 2026.
  • Carrier Global made up 0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #161 holding.
  • Investment Research & Advisory Group first reported a position in Carrier Global in Q1 2025 and has held it in 6 quarters since.
  • Investment Research & Advisory Group's Carrier Global position peaked at $36.7K in Q2 2025.
  • 620 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.