Midwest Trust
CARR icon

Midwest Trust’s Carrier Global CARR Stock Holding History

Midwest 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
Q3 		$444K Buy
8,093
+2,093
+35% +$130K ﹤0.01% 478
2026
Q2 		$440K Sell
6,000
-282
-4% -$18.4K 0.01% 468
2026
Q1 		$354K Sell
6,282
-94
-1% -$5.56K ﹤0.01% 487
2025
Q4 		$337K Buy
6,376
+202
+3% +$11.2K ﹤0.01% 490
2025
Q3 		$369K Sell
6,174
-72
-1% -$4.89K ﹤0.01% 473
2025
Q2 		$457K Buy
+6,246
New +$424K 0.01% 433

Other funds holding CARR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Midwest Trust's CARR Position: Q3 2026 in Review

Midwest Trust increased its Carrier Global (CARR) stake by 35% in Q3 2026, buying an estimated $130K and bringing the position to 8,093 shares worth $444K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Midwest Trust first reported a position in CARR in Q2 2025 and has held it in 6 quarters since. The position peaked at $457K in Q2 2025. 844 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

  • Midwest Trust held 8,093 shares of Carrier Global worth $444K as of Q3 2026.
  • Midwest Trust bought 2,093 Carrier Global shares in Q3 2026, an estimated $130K.
  • Carrier Global made up ﹤0.01% of Midwest Trust's portfolio in Q3 2026, its #478 holding.
  • Midwest Trust first reported a position in Carrier Global in Q2 2025 and has held it in 6 quarters since.
  • Midwest Trust's Carrier Global position peaked at $457K in Q2 2025.
  • 844 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.