MWS
CARR icon

MFA Wealth Services’s Carrier Global CARR Stock Holding History

MFA Wealth Services’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 		$299K Buy
5,450
+242
+5% +$15K 0.18% 113
2026
Q2 		$382K Buy
+5,208
New +$340K 0.23% 99

Other funds holding CARR

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Professional Advisory Services
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

MFA Wealth Services's CARR Position: Q3 2026 in Review

MFA Wealth Services increased its Carrier Global (CARR) stake by 4.6% in Q3 2026, buying an estimated $15K and bringing the position to 5,450 shares worth $299K. The position accounts for 0.18% of the portfolio, ranked #113.

MFA Wealth Services first reported a position in CARR in Q2 2026 and has held it in 2 quarters since. The position peaked at $382K in Q2 2026. 313 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

  • MFA Wealth Services held 5,450 shares of Carrier Global worth $299K as of Q3 2026.
  • MFA Wealth Services bought 242 Carrier Global shares in Q3 2026, an estimated $15K.
  • Carrier Global made up 0.18% of MFA Wealth Services's portfolio in Q3 2026, its #113 holding.
  • MFA Wealth Services first reported a position in Carrier Global in Q2 2026 and has held it in 2 quarters since.
  • MFA Wealth Services's Carrier Global position peaked at $382K in Q2 2026.
  • 313 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.