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Nova Wealth Management’s Carrier Global CARR Stock Holding History

Nova 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 		$16.7K Buy
+228
New +$14.9K 0.01% 343
2026
Q1 		– Sell
-35
Closed -$1.85K – 555
2025
Q4 		$1.85K Hold
35
– – ﹤0.01% 515
2025
Q3 		$2.09K Buy
+35
New +$2.38K ﹤0.01% 506
2025
Q2 		– Sell
-122
Closed -$7.74K – 759
2025
Q1 		$7.74K Buy
122
+22
+22% +$1.46K 0.01% 347
2024
Q4 		$6.83K Buy
+100
New +$7.54K 0.01% 280

Other funds holding CARR

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
CRB
Chad R. Baker $620M AUM 42.67% 1-Year Est. Return

Nova Wealth Management's CARR Position: Q2 2026 in Review

Nova Wealth Management opened a new position in Carrier Global (CARR) in Q2 2026: 228 shares worth $16.7K. The stake represents 0.01% of the portfolio and ranks #343 among its holdings. This is a return to the name: Nova Wealth Management previously reported a position in CARR as recently as Q4 2025.

Nova Wealth Management first reported a position in CARR in Q4 2024 and has held it in 5 quarters since. 258 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Nova Wealth Management held 228 shares of Carrier Global worth $16.7K as of Q2 2026.
  • Carrier Global was a new Nova Wealth Management position in Q2 2026.
  • Carrier Global made up 0.01% of Nova Wealth Management's portfolio in Q2 2026, its #343 holding.
  • Nova Wealth Management first reported a position in Carrier Global in Q4 2024 and has held it in 5 quarters since.
  • 258 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.