Meriwether Wealth & Planning’s Carrier Global CARR Stock Holding History

Meriwether Wealth & 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 Q3	$658	Buy	+12	New	+$743	﹤0.01%	751

Other funds holding CARR

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Meriwether Wealth & Planning's CARR Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Carrier Global (CARR) in Q3 2026: 12 shares worth $658. The stake represents ﹤0.01% of the portfolio and ranks #751 among its holdings.

522 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

Meriwether Wealth & Planning held 12 shares of Carrier Global worth $658 as of Q3 2026.
Carrier Global was a new Meriwether Wealth & Planning position in Q3 2026.
Carrier Global made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #751 holding.
522 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.