Next Level Wealth Planning’s Carrier Global CARR Stock Holding History

Next Level Wealth Planning’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	$3.95K	Buy	+72	New	+$4.46K	﹤0.01%	404

Other funds holding CARR

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Next Level Wealth Planning's CARR Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Carrier Global (CARR) in Q3 2026: 72 shares worth $3.95K. The stake represents ﹤0.01% of the portfolio and ranks #404 among its holdings.

844 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

Next Level Wealth Planning held 72 shares of Carrier Global worth $3.95K as of Q3 2026.
Carrier Global was a new Next Level Wealth Planning position in Q3 2026.
Carrier Global made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #404 holding.
844 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.