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Mowery & Schoenfeld Wealth Management’s Carrier Global CARR Stock Holding History

Mowery & Schoenfeld 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 		$57.9K Hold
789
– – 0.08% 125
2026
Q1 		$44.4K Sell
789
-21
-3% -$1.24K 0.07% 131
2025
Q4 		$42.8K Buy
810
+21
+3% +$1.17K 0.06% 147
2025
Q3 		$47.1K Sell
789
-93
-11% -$6.32K 0.08% 122
2025
Q2 		$64.6K Hold
882
– – 0.1% 104
2025
Q1 		$55.9K Hold
882
– – 0.11% 125
2024
Q4 		$60.2K Buy
882
+742
+530% +$56K 0.12% 103
2024
Q3 		$11.3K Hold
140
– – 0.02% 170
2024
Q2 		$8.83K Hold
140
– – 0.01% 168
2024
Q1 		$8.14K Hold
140
– – 0.02% 115
2023
Q4 		$8.04K Buy
+140
New +$7.41K 0.02% 116

Other funds holding CARR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's CARR Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Carrier Global (CARR) position steady in Q2 2026 at 789 shares worth $57.9K. The position accounts for 0.08% of the portfolio, ranked #125.

Mowery & Schoenfeld Wealth Management first reported a position in CARR in Q4 2023 and has held it in 11 quarters since. The position peaked at $64.6K in Q2 2025. 1,050 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 789 shares of Carrier Global worth $57.9K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Carrier Global share count unchanged in Q2 2026.
  • Carrier Global made up 0.08% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #125 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Carrier Global in Q4 2023 and has held it in 11 quarters since.
  • Mowery & Schoenfeld Wealth Management's Carrier Global position peaked at $64.6K in Q2 2025.
  • 1,050 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.