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MFG Wealth Management’s Carrier Global CARR Stock Holding History

MFG Wealth Management’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 		$3.13M Buy
+42,691
New +$2.79M 2.24% 13
2025
Q4 		– Sell
-32,402
Closed -$1.93M – 63
2025
Q3 		$1.93M Sell
32,402
-3,255
-9% -$221K 1.46% 34
2025
Q2 		$2.61M Buy
35,657
+3,122
+10% +$212K 2.2% 23
2025
Q1 		$2.06M Sell
32,535
-15,431
-32% -$1.03M 1.97% 22
2024
Q4 		$3.27M Buy
+47,966
New +$3.62M 3% 7

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
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
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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

MFG Wealth Management's CARR Position: Q2 2026 in Review

MFG Wealth Management opened a new position in Carrier Global (CARR) in Q2 2026: 42,691 shares worth $3.13M. The stake represents 2.24% of the portfolio and ranks #13 among its holdings. This is a return to the name: MFG Wealth Management previously reported a position in CARR as recently as Q3 2025.

MFG Wealth Management first reported a position in CARR in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.27M in Q4 2024. 306 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • MFG Wealth Management held 42,691 shares of Carrier Global worth $3.13M as of Q2 2026.
  • Carrier Global was a new MFG Wealth Management position in Q2 2026.
  • Carrier Global made up 2.24% of MFG Wealth Management's portfolio in Q2 2026, its #13 holding.
  • MFG Wealth Management first reported a position in Carrier Global in Q4 2024 and has held it in 5 quarters since.
  • MFG Wealth Management's Carrier Global position peaked at $3.27M in Q4 2024.
  • 306 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on MFG Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.