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Polaris Financial Partners’s Carrier Global CARR Stock Holding History

Polaris Financial Partners’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 		$3K Buy
+54
New +$3.35K ﹤0.01% 326

Other funds holding CARR

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
GPI
General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Polaris Financial Partners's CARR Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Carrier Global (CARR) in Q3 2026: 54 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #326 among its holdings.

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

  • Polaris Financial Partners held 54 shares of Carrier Global worth $3K as of Q3 2026.
  • Carrier Global was a new Polaris Financial Partners position in Q3 2026.
  • Carrier Global made up ﹤0.01% of Polaris Financial Partners's portfolio in Q3 2026, its #326 holding.
  • 10 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.