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Mayflower Financial Advisors’s Carrier Global CARR Stock Holding History

Mayflower Financial Advisors’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 		$269K Buy
+3,668
New +$240K 0.02% 397
2025
Q4 		– Sell
-3,540
Closed -$211K – 416
2025
Q3 		$211K Buy
3,540
+36
+1% +$2.45K 0.03% 389
2025
Q2 		$256K Sell
3,504
-68
-2% -$4.61K 0.04% 342
2025
Q1 		$226K Buy
3,572
+114
+3% +$7.57K 0.03% 359
2024
Q4 		$236K Buy
3,458
+20
+0.6% +$1.51K 0.04% 344
2024
Q3 		$277K Sell
3,438
-209
-6% -$14.6K 0.04% 304
2024
Q2 		$230K Sell
3,647
-177
-5% -$10.9K 0.04% 321
2024
Q1 		$222K Sell
3,824
-58
-1% -$3.26K 0.04% 327
2023
Q4 		$223K Sell
3,882
-98
-2% -$5.19K 0.03% 311
2023
Q3 		$220K Buy
+3,980
New +$219K 0.03% 303
2023
Q2 		– Sell
-13,948
Closed -$638K – 359
2023
Q1 		$638K Sell
13,948
-1,081
-7% -$48.4K 0.08% 173
2022
Q4 		$620K Buy
15,029
+1,718
+13% +$69.7K 0.09% 165
2022
Q3 		$473K Buy
13,311
+1,634
+14% +$64.3K 0.08% 194
2022
Q2 		$416K Buy
11,677
+1,568
+16% +$61.6K 0.06% 210
2022
Q1 		$464K Buy
10,109
+1,575
+18% +$74.2K 0.06% 208
2021
Q4 		$463K Buy
8,534
+294
+4% +$15.9K 0.06% 199
2021
Q3 		$445K Sell
8,240
-48
-0.6% -$2.58K 0.06% 205
2021
Q2 		$403K Buy
+8,288
New +$370K 0.06% 207

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

Mayflower Financial Advisors's CARR Position: Q2 2026 in Review

Mayflower Financial Advisors opened a new position in Carrier Global (CARR) in Q2 2026: 3,668 shares worth $269K. The stake represents 0.02% of the portfolio and ranks #397 among its holdings. This is a return to the name: Mayflower Financial Advisors previously reported a position in CARR as recently as Q3 2025.

Mayflower Financial Advisors first reported a position in CARR in Q2 2021 and has held it in 18 quarters since. The position peaked at $638K in Q1 2023. 520 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Mayflower Financial Advisors held 3,668 shares of Carrier Global worth $269K as of Q2 2026.
  • Carrier Global was a new Mayflower Financial Advisors position in Q2 2026.
  • Carrier Global made up 0.02% of Mayflower Financial Advisors's portfolio in Q2 2026, its #397 holding.
  • Mayflower Financial Advisors first reported a position in Carrier Global in Q2 2021 and has held it in 18 quarters since.
  • Mayflower Financial Advisors's Carrier Global position peaked at $638K in Q1 2023.
  • 520 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.