Pinnacle Wealth Planning Services
CARR icon

Pinnacle Wealth Planning Services’s Carrier Global CARR Stock Holding History

Pinnacle Wealth Planning Services’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 		$118K Buy
2,149
+1
+0% +$62 0.01% 773
2026
Q2 		$158K Buy
2,148
+28
+1% +$1.83K 0.02% 634
2026
Q1 		$119K Buy
2,120
+34
+2% +$2.01K 0.01% 708
2025
Q4 		$110K Buy
+2,086
New +$116K 0.01% 726
2024
Q4 		– Sell
-4,215
Closed -$339K – 416
2024
Q3 		$339K Sell
4,215
-6
-0.1% -$418 0.05% 265
2024
Q2 		$266K Hold
4,221
– – 0.04% 319
2024
Q1 		$245K Sell
4,221
-28
-0.7% -$1.57K 0.04% 363
2023
Q4 		$244K Buy
4,249
+6
+0.1% +$317 0.04% 331
2023
Q3 		$234K Sell
4,243
-5
-0.1% -$275 0.04% 319
2023
Q2 		$211K Buy
+4,248
New +$187K 0.03% 369
2022
Q4 		– Sell
-5,686
Closed -$202K – 458
2022
Q3 		$202K Sell
5,686
-693
-11% -$27.3K 0.04% 334
2022
Q2 		$227K Buy
6,379
+895
+16% +$35.1K 0.04% 310
2022
Q1 		$252K Buy
5,484
+1,440
+36% +$67.8K 0.05% 313
2021
Q4 		$219K Buy
+4,044
New +$218K 0.04% 342
2021
Q1 		– Sell
-2,465
Closed -$93K – 605
2020
Q4 		$93K Buy
+2,465
New +$89.2K 0.02% 502

Other funds holding CARR

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
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

Pinnacle Wealth Planning Services's CARR Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Carrier Global (CARR) stake by 0.05% in Q3 2026, buying an estimated $62 and bringing the position to 2,149 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #773.

Pinnacle Wealth Planning Services first reported a position in CARR in Q4 2020 and has held it in 15 quarters since. The position peaked at $339K in Q3 2024. 1,038 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

  • Pinnacle Wealth Planning Services held 2,149 shares of Carrier Global worth $118K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 1 Carrier Global share in Q3 2026, an estimated $62.
  • Carrier Global made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #773 holding.
  • Pinnacle Wealth Planning Services first reported a position in Carrier Global in Q4 2020 and has held it in 15 quarters since.
  • Pinnacle Wealth Planning Services's Carrier Global position peaked at $339K in Q3 2024.
  • 1,038 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.