N.E.W. Advisory Services’s Carrier Global CARR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$962K Buy
13,109
+1
+0% +$65 0.06% 104
2026
Q1
$738K Buy
13,108
+101
+0.8% +$5.98K 0.06% 117
2025
Q4
$687K Buy
13,007
+1
+0% +$56 0.05% 118
2025
Q3
$776K Sell
13,006
-132
-1% -$8.97K 0.07% 95
2025
Q2
$962K Sell
13,138
-281
-2% -$19.1K 0.09% 75
2025
Q1
$851K Buy
13,419
+282
+2% +$18.7K 0.07% 92
2024
Q4
$897K Sell
13,137
-169
-1% -$12.7K 0.09% 83
2024
Q3
$1.07M Buy
13,306
+225
+2% +$15.7K 0.11% 72
2024
Q2
$825K Buy
13,081
+105
+0.8% +$6.45K 0.09% 80
2024
Q1
$754K Sell
12,976
-530
-4% -$29.8K 0.08% 83
2023
Q4
$776K Buy
13,506
+2
+0% +$106 0.09% 80
2023
Q3
$745K Buy
13,504
+2
+0% +$110 0.11% 79
2023
Q2
$671K Buy
13,502
+103
+0.8% +$4.53K 0.09% 74
2023
Q1
$613K Buy
13,399
+122
+0.9% +$5.46K 0.09% 79
2022
Q4
$548K Buy
+13,277
New +$539K 0.09% 74

Other funds holding CARR

N.E.W. Advisory Services's CARR Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Carrier Global (CARR) stake by 0.01% in Q2 2026, buying an estimated $65 and bringing the position to 13,109 shares worth $962K. The position accounts for 0.06% of the portfolio, ranked #104.

N.E.W. Advisory Services first reported a position in CARR in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.07M in Q3 2024. 1,098 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • N.E.W. Advisory Services held 13,109 shares of Carrier Global worth $962K as of Q2 2026.
  • N.E.W. Advisory Services bought 1 Carrier Global share in Q2 2026, an estimated $65.
  • Carrier Global made up 0.06% of N.E.W. Advisory Services's portfolio in Q2 2026, its #104 holding.
  • N.E.W. Advisory Services first reported a position in Carrier Global in Q4 2022 and has held it in 15 quarters since.
  • N.E.W. Advisory Services's Carrier Global position peaked at $1.07M in Q3 2024.
  • 1,098 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.