Quadrant Private Wealth Management
CARR icon

Quadrant Private Wealth Management’s Carrier Global CARR Stock Holding History

Quadrant Private Wealth Management’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
-3,751
Closed -$275K – 330
2026
Q2 		$275K Buy
+3,751
New +$245K 0.06% 134
2025
Q1 		– Sell
-3,313
Closed -$227K – 233
2024
Q4 		$227K Sell
3,313
-31
-0.9% -$2.34K 0.06% 217
2024
Q3 		$269K Buy
3,344
+37
+1% +$2.58K 0.07% 196
2024
Q2 		$209K Buy
+3,307
New +$203K 0.05% 239

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

Quadrant Private Wealth Management's CARR Position: Q3 2026 in Review

Quadrant Private Wealth Management sold out of Carrier Global (CARR) in Q3 2026, closing a stake of 3,751 shares — an estimated $275K sold.

Quadrant Private Wealth Management first reported a position in CARR in Q2 2024 and held it in 4 quarters. The position peaked at $275K in Q2 2026. 997 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

  • Quadrant Private Wealth Management reported no remaining Carrier Global position as of Q3 2026 after selling out during the quarter.
  • Quadrant Private Wealth Management sold 3,751 Carrier Global shares in Q3 2026, an estimated $275K.
  • Quadrant Private Wealth Management first reported a position in Carrier Global in Q2 2024 and held it in 4 quarters.
  • Quadrant Private Wealth Management's Carrier Global position peaked at $275K in Q2 2026.
  • 997 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.