Premier Path Wealth Partners’s Carrier Global CARR Stock Holding History

Premier Path Wealth 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	–	Sell	-4,575	Closed	-$336K	–	387
2026 Q2	$336K	Buy	4,575 +122	+3%	+$7.97K	0.04%	340
2026 Q1	$251K	Buy	+4,453	New	+$264K	0.03%	368
2025 Q4	–	Sell	-4,875	Closed	-$291K	–	398
2025 Q3	$291K	Sell	4,875 -88	-2%	-$5.98K	0.04%	338
2025 Q2	$363K	Buy	4,963 +578	+13%	+$39.2K	0.05%	292
2025 Q1	$278K	Buy	4,385 +271	+7%	+$18K	0.04%	313
2024 Q4	$281K	Buy	4,114 +68	+2%	+$5.13K	0.04%	314
2024 Q3	$326K	Buy	4,046 +57	+1%	+$3.97K	0.05%	287
2024 Q2	$252K	Buy	3,989 +220	+6%	+$13.5K	0.04%	323
2024 Q1	$219K	Sell	3,769 -453	-11%	-$25.5K	0.04%	319
2023 Q4	$243K	Buy	+4,222	New	+$223K	0.05%	291

Other funds holding CARR

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Premier Path Wealth Partners's CARR Position: Q3 2026 in Review

Premier Path Wealth Partners sold out of Carrier Global (CARR) in Q3 2026, closing a stake of 4,575 shares — an estimated $336K sold.

Premier Path Wealth Partners first reported a position in CARR in Q4 2023 and held it in 10 quarters. The position peaked at $363K in Q2 2025. 912 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

Premier Path Wealth Partners reported no remaining Carrier Global position as of Q3 2026 after selling out during the quarter.
Premier Path Wealth Partners sold 4,575 Carrier Global shares in Q3 2026, an estimated $336K.
Premier Path Wealth Partners first reported a position in Carrier Global in Q4 2023 and held it in 10 quarters.
Premier Path Wealth Partners's Carrier Global position peaked at $363K in Q2 2025.
912 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.