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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
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% -$9.85K 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

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

Mitchell & Pahl Private Wealth's CARR Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth reduced its Carrier Global (CARR) stake by 1.8% in Q2 2026, selling an estimated $5.69K and leaving 4,714 shares worth $346K. The position accounts for 0.13% of the portfolio, ranked #137.

Mitchell & Pahl Private Wealth first reported a position in CARR in Q4 2020 and has held it in 23 quarters since. The position peaked at $471K in Q4 2021. 298 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Mitchell & Pahl Private Wealth held 4,714 shares of Carrier Global worth $346K as of Q2 2026.
  • Mitchell & Pahl Private Wealth sold 87 Carrier Global shares in Q2 2026, an estimated $5.69K.
  • Carrier Global made up 0.13% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #137 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Carrier Global in Q4 2020 and has held it in 23 quarters since.
  • Mitchell & Pahl Private Wealth's Carrier Global position peaked at $471K in Q4 2021.
  • 298 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.