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Olistico Wealth’s Carrier Global CARR Stock Holding History

Olistico Wealth’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 		$29.3K Hold
400
– – 0.01% 191
2026
Q1 		$22.5K Hold
400
– – 0.01% 207
2025
Q4 		$21.1K Buy
+400
New +$22.2K 0.01% 212
2025
Q3 		– Sell
-400
Closed -$29.3K – 128
2025
Q2 		$29.3K Hold
400
– – 0.02% 203
2025
Q1 		$25.4K Hold
400
– – 0.02% 200
2024
Q4 		$27.3K Hold
400
– – 0.02% 194
2024
Q3 		$32.2K Hold
400
– – 0.02% 187
2024
Q2 		$25.2K Buy
+400
New +$24.6K 0.02% 198

Other funds holding CARR

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
AAS
AdviceOne Advisory Services Glastonbury, Connecticut $177M AUM 26.65% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return