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MassMutual Private Wealth & Trust’s Carrier Global CARR Stock Holding History

MassMutual Private Wealth & Trust’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 		$266K Sell
3,625
-80
-2% -$5.23K 0.01% 411
2026
Q1 		$209K Sell
3,705
-436
-11% -$25.8K 0.01% 428
2025
Q4 		$219K Buy
4,141
+63
+2% +$3.5K 0.01% 435
2025
Q3 		$243K Buy
4,078
+13
+0.3% +$883 0.01% 411
2025
Q2 		$298K Sell
4,065
-713
-15% -$48.4K 0.01% 385
2025
Q1 		$303K Sell
4,778
-256
-5% -$17K 0.01% 375
2024
Q4 		$344K Buy
5,034
+899
+22% +$67.8K 0.01% 370
2024
Q3 		$333K Sell
4,135
-67
-2% -$4.67K 0.01% 347
2024
Q2 		$265K Buy
4,202
+1,078
+35% +$66.2K 0.01% 362
2024
Q1 		$182K Buy
3,124
+288
+10% +$16.2K 0.01% 392
2023
Q4 		$163K Sell
2,836
-314
-10% -$16.6K 0.01% 392
2023
Q3 		$174K Buy
3,150
+62
+2% +$3.41K 0.01% 385
2023
Q2 		$154K Buy
3,088
+498
+19% +$21.9K 0.01% 382
2023
Q1 		$118K Buy
2,590
+211
+9% +$9.44K ﹤0.01% 402
2022
Q4 		$98K Sell
2,379
-35
-1% -$1.42K ﹤0.01% 411
2022
Q3 		$86K Buy
2,414
+457
+23% +$18K ﹤0.01% 407
2022
Q2 		$70K Sell
1,957
-138
-7% -$5.42K ﹤0.01% 424
2022
Q1 		$96K Sell
2,095
-8
-0.4% -$377 ﹤0.01% 396
2021
Q4 		$114K Sell
2,103
-139
-6% -$7.5K ﹤0.01% 395
2021
Q3 		$116K Buy
2,242
+3
+0.1% +$161 ﹤0.01% 380
2021
Q2 		$109K Buy
2,239
+1,234
+123% +$55.1K ﹤0.01% 387
2021
Q1 		$42K Sell
1,005
-2,434
-71% -$94.6K ﹤0.01% 452
2020
Q4 		$130K Sell
3,439
-905
-21% -$32.8K 0.01% 366
2020
Q3 		$133K Sell
4,344
-24,102
-85% -$682K 0.01% 355
2020
Q2 		$632K Buy
+28,446
New +$529K 0.04% 219

Other funds holding CARR

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

MassMutual Private Wealth & Trust's CARR Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Carrier Global (CARR) stake by 2.2% in Q2 2026, selling an estimated $5.23K and leaving 3,625 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #411.

MassMutual Private Wealth & Trust first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $632K in Q2 2020. 708 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • MassMutual Private Wealth & Trust held 3,625 shares of Carrier Global worth $266K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 80 Carrier Global shares in Q2 2026, an estimated $5.23K.
  • Carrier Global made up 0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #411 holding.
  • MassMutual Private Wealth & Trust first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • MassMutual Private Wealth & Trust's Carrier Global position peaked at $632K in Q2 2020.
  • 708 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.