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MJT & Associates Financial Advisory’s Carrier Global CARR Stock Holding History

MJT & Associates Financial Advisory’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 		$3.79K Hold
69
– – ﹤0.01% 296
2026
Q2 		$5.06K Sell
69
-74
-52% -$4.84K ﹤0.01% 283
2026
Q1 		$8.05K Hold
143
– – 0.01% 204
2025
Q4 		$7.56K Sell
143
-32
-18% -$1.78K 0.01% 228
2025
Q3 		$10.4K Hold
175
– – 0.01% 191
2025
Q2 		$12.8K Hold
175
– – 0.02% 191
2025
Q1 		$11.1K Buy
+175
New +$11.6K 0.01% 203

Other funds holding CARR

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MJT & Associates Financial Advisory's CARR Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its Carrier Global (CARR) position steady in Q3 2026 at 69 shares worth $3.79K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

MJT & Associates Financial Advisory first reported a position in CARR in Q1 2025 and has held it in 7 quarters since. The position peaked at $12.8K in Q2 2025. 55 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

  • MJT & Associates Financial Advisory held 69 shares of Carrier Global worth $3.79K as of Q3 2026.
  • MJT & Associates Financial Advisory left its Carrier Global share count unchanged in Q3 2026.
  • Carrier Global made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #296 holding.
  • MJT & Associates Financial Advisory first reported a position in Carrier Global in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Carrier Global position peaked at $12.8K in Q2 2025.
  • 55 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.