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LifeSteps Financial’s Carrier Global CARR Stock Holding History

LifeSteps Financial’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 		$51.6K Buy
+703
New +$45.9K 0.02% 211
2024
Q2 		– Sell
-703
Closed -$40.9K – 131
2024
Q1 		$40.9K Buy
+703
New +$39.5K 0.03% 170

Other funds holding CARR

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

LifeSteps Financial's CARR Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Carrier Global (CARR) in Q2 2026: 703 shares worth $51.6K. The stake represents 0.02% of the portfolio and ranks #211 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in CARR as recently as Q1 2024.

LifeSteps Financial first reported a position in CARR in Q1 2024 and has held it in 2 quarters since. 466 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • LifeSteps Financial held 703 shares of Carrier Global worth $51.6K as of Q2 2026.
  • Carrier Global was a new LifeSteps Financial position in Q2 2026.
  • Carrier Global made up 0.02% of LifeSteps Financial's portfolio in Q2 2026, its #211 holding.
  • LifeSteps Financial first reported a position in Carrier Global in Q1 2024 and has held it in 2 quarters since.
  • 466 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

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