Larry Mathis Financial Planning’s Carrier Global CARR Stock Holding History

Larry Mathis Financial Planning’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	$355M	Buy	+4,844	New	+$317K	0.29%	90

Other funds holding CARR

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

Chad R. Baker $620M AUM 42.67% 1-Year Est. Return

AdviceOne Advisory Services Glastonbury, Connecticut $177M AUM 26.65% 1-Year Est. Return

Larry Mathis Financial Planning's CARR Position: Q2 2026 in Review

Larry Mathis Financial Planning opened a new position in Carrier Global (CARR) in Q2 2026: 4,844 shares worth $355M. The stake represents 0.29% of the portfolio and ranks #90 among its holdings.

258 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Larry Mathis Financial Planning held 4,844 shares of Carrier Global worth $355M as of Q2 2026.
Carrier Global was a new Larry Mathis Financial Planning position in Q2 2026.
Carrier Global made up 0.29% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #90 holding.
258 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.