Mitchell & Pahl Private Wealth
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Mitchell & Pahl Private Wealth’s Carrier Global CARR Stock Holding History

Mitchell & Pahl Private Wealth’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 		$258K Sell
4,702
-12
-0.3% -$743 0.09% 141
2026
Q2 		$346K Sell
4,714
-87
-2% -$5.69K 0.13% 137
2026
Q1 		$270K Sell
4,801
-44
-0.9% -$2.6K 0.11% 139
2025
Q4 		$256K Sell
4,845
-128
-3% -$7.12K 0.11% 143
2025
Q3 		$297K Sell
4,973
-63
-1% -$4.28K 0.12% 136
2025
Q2 		$369K Hold
5,036
– – 0.16% 135
2025
Q1 		$319K Sell
5,036
-51
-1% -$3.39K 0.15% 134
2024
Q4 		$347K Sell
5,087
-74
-1% -$5.58K 0.16% 133
2024
Q3 		$415K Buy
5,161
+212
+4% +$14.8K 0.19% 131
2024
Q2 		$312K Sell
4,949
-3
-0.1% -$184 0.16% 133
2024
Q1 		$288K Sell
4,952
-371
-7% -$20.8K 0.15% 133
2023
Q4 		$306K Sell
5,323
-104
-2% -$5.5K 0.17% 133
2023
Q3 		$300K Sell
5,427
-385
-7% -$21.2K 0.18% 135
2023
Q2 		$289K Sell
5,812
-281
-5% -$12.4K 0.17% 139
2023
Q1 		$279K Sell
6,093
-220
-3% -$9.8K 0.17% 141
2022
Q4 		$260K Sell
6,313
-404
-6% -$16.4K 0.17% 142
2022
Q3 		$239K Sell
6,717
-515
-7% -$20.3K 0.18% 144
2022
Q2 		$258K Sell
7,232
-678
-9% -$26.6K 0.18% 144
2022
Q1 		$363K Sell
7,910
-771
-9% -$36.3K 0.23% 125
2021
Q4 		$471K Sell
8,681
-301
-3% -$16.2K 0.3% 102
2021
Q3 		$465K Sell
8,982
-69
-0.8% -$3.71K 0.34% 92
2021
Q2 		$440K Sell
9,051
-103
-1% -$4.6K 0.31% 99
2021
Q1 		$386K Sell
9,154
-502
-5% -$19.5K 0.3% 108
2020
Q4 		$364K Buy
+9,656
New +$350K 0.31% 99

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
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

Mitchell & Pahl Private Wealth's CARR Position: Q3 2026 in Review

Mitchell & Pahl Private Wealth reduced its Carrier Global (CARR) stake by 0.25% in Q3 2026, selling an estimated $743 and leaving 4,702 shares worth $258K. The position accounts for 0.09% of the portfolio, ranked #141.

Mitchell & Pahl Private Wealth first reported a position in CARR in Q4 2020 and has held it in 24 quarters since. The position peaked at $471K in Q4 2021. 1,329 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

  • Mitchell & Pahl Private Wealth held 4,702 shares of Carrier Global worth $258K as of Q3 2026.
  • Mitchell & Pahl Private Wealth sold 12 Carrier Global shares in Q3 2026, an estimated $743.
  • Carrier Global made up 0.09% of Mitchell & Pahl Private Wealth's portfolio in Q3 2026, its #141 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Carrier Global in Q4 2020 and has held it in 24 quarters since.
  • Mitchell & Pahl Private Wealth's Carrier Global position peaked at $471K in Q4 2021.
  • 1,329 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.