James T. Borello
CARR icon

James T. Borello’s Carrier Global CARR Stock Holding History

James T. Borello’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 		$32K Sell
583
-39
-6% -$2.42K 0.01% 318
2026
Q2 		$45.6K Buy
622
+35
+6% +$2.29K 0.01% 249
2026
Q1 		$33.1K Buy
587
+514
+704% +$30.4K 0.01% 271
2025
Q4 		$3.86K Sell
73
-23
-24% -$1.28K ﹤0.01% 641
2025
Q3 		$5.73K Buy
96
+35
+57% +$2.38K ﹤0.01% 419
2025
Q2 		$4.46K Hold
61
– – ﹤0.01% 232
2025
Q1 		$3.87K Hold
61
– – ﹤0.01% 188
2024
Q4 		$4.16K Hold
61
– – ﹤0.01% 160
2024
Q3 		$4.91K Hold
61
– – ﹤0.01% 144
2024
Q2 		$3.85K Hold
61
– – ﹤0.01% 136
2024
Q1 		$3.55K Hold
61
– – ﹤0.01% 140
2023
Q4 		$3.5K Buy
+61
New +$3.23K ﹤0.01% 118

Other funds holding CARR

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management Boston, Massachusetts $2.31B AUM 23.57% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

James T. Borello's CARR Position: Q3 2026 in Review

James T. Borello reduced its Carrier Global (CARR) stake by 6.3% in Q3 2026, selling an estimated $2.42K and leaving 583 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #318.

James T. Borello first reported a position in CARR in Q4 2023 and has held it in 12 quarters since. The position peaked at $45.6K in Q2 2026. 634 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

  • James T. Borello held 583 shares of Carrier Global worth $32K as of Q3 2026.
  • James T. Borello sold 39 Carrier Global shares in Q3 2026, an estimated $2.42K.
  • Carrier Global made up 0.01% of James T. Borello's portfolio in Q3 2026, its #318 holding.
  • James T. Borello first reported a position in Carrier Global in Q4 2023 and has held it in 12 quarters since.
  • James T. Borello's Carrier Global position peaked at $45.6K in Q2 2026.
  • 634 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.