Opal Wealth Advisors
CARR icon

Opal Wealth Advisors’s Carrier Global CARR Stock Holding History

Opal Wealth 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 		– Sell
-3,457
Closed -$254K – 229
2026
Q2 		$254K Sell
3,457
-220
-6% -$14.4K 0.05% 182
2026
Q1 		$207K Buy
+3,677
New +$218K 0.05% 201
2025
Q3 		– Sell
-2,761
Closed -$202K – 251
2025
Q2 		$202K Buy
2,761
+752
+37% +$51K 0.06% 192
2025
Q1 		$127K Buy
+2,009
New +$133K 0.04% 237
2024
Q3 		– Sell
-1,465
Closed -$92.4K – 340
2024
Q2 		$92.4K Buy
+1,465
New +$90K 0.03% 286

Other funds holding CARR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Opal Wealth Advisors's CARR Position: Q3 2026 in Review

Opal Wealth Advisors sold out of Carrier Global (CARR) in Q3 2026, closing a stake of 3,457 shares — an estimated $254K sold.

Opal Wealth Advisors first reported a position in CARR in Q2 2024 and held it in 5 quarters. The position peaked at $254K in Q2 2026. 997 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

  • Opal Wealth Advisors reported no remaining Carrier Global position as of Q3 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 3,457 Carrier Global shares in Q3 2026, an estimated $254K.
  • Opal Wealth Advisors first reported a position in Carrier Global in Q2 2024 and held it in 5 quarters.
  • Opal Wealth Advisors's Carrier Global position peaked at $254K in Q2 2026.
  • 997 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.