Nautilus Advisors’s Carrier Global CARR Stock Holding History

Nautilus Advisors’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	$501K	Buy	9,124 +618	+7%	+$38.3K	0.3%	94
2026 Q2	$590K	Buy	8,506 +76	+0.9%	+$4.97K	0.35%	85
2026 Q1	$475K	Buy	8,430 +1,191	+16%	+$70.5K	0.33%	87
2025 Q4	$383K	Sell	7,239 -5,795	-44%	-$322K	0.25%	105
2025 Q3	$778K	Buy	13,034 +2,582	+25%	+$175K	0.52%	54
2025 Q2	$765K	Sell	10,452 -363	-3%	-$24.6K	0.56%	51
2025 Q1	$686K	Sell	10,815 -147	-1%	-$9.77K	0.57%	53
2024 Q4	$748K	Buy	+10,962	New	+$827K	0.6%	48

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

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

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Nautilus Advisors's CARR Position: Q3 2026 in Review

Nautilus Advisors increased its Carrier Global (CARR) stake by 7.3% in Q3 2026, buying an estimated $38.3K and bringing the position to 9,124 shares worth $501K. The position accounts for 0.3% of the portfolio, ranked #94.

Nautilus Advisors first reported a position in CARR in Q4 2024 and has held it in 8 quarters since. The position peaked at $778K in Q3 2025. 59 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

Nautilus Advisors held 9,124 shares of Carrier Global worth $501K as of Q3 2026.
Nautilus Advisors bought 618 Carrier Global shares in Q3 2026, an estimated $38.3K.
Carrier Global made up 0.3% of Nautilus Advisors's portfolio in Q3 2026, its #94 holding.
Nautilus Advisors first reported a position in Carrier Global in Q4 2024 and has held it in 8 quarters since.
Nautilus Advisors's Carrier Global position peaked at $778K in Q3 2025.
59 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on Nautilus Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.