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Resonant Capital Advisors’s Carrier Global CARR Stock Holding History

Resonant Capital 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
Q2 		$783K Buy
10,672
+96
+0.9% +$6.27K 0.04% 221
2026
Q1 		$596K Buy
10,576
+523
+5% +$31K 0.03% 237
2025
Q4 		$531K Sell
10,053
-721
-7% -$40.1K 0.03% 237
2025
Q3 		$643K Sell
10,774
-92
-0.8% -$6.25K 0.04% 216
2025
Q2 		$795K Buy
10,866
+803
+8% +$54.5K 0.05% 182
2025
Q1 		$638K Buy
10,063
+314
+3% +$20.9K 0.04% 186
2024
Q4 		$668K Sell
9,749
-286
-3% -$21.6K 0.05% 177
2024
Q3 		$808K Buy
10,035
+206
+2% +$14.3K 0.06% 167
2024
Q2 		$622K Buy
9,829
+118
+1% +$7.25K 0.05% 183
2024
Q1 		$565K Buy
9,711
+360
+4% +$20.2K 0.05% 186
2023
Q4 		$539K Sell
9,351
-38
-0.4% -$2.01K 0.05% 178
2023
Q3 		$518K Buy
9,389
+2,001
+27% +$110K 0.06% 170
2023
Q2 		$369K Sell
7,388
-95
-1% -$4.18K 0.04% 185
2023
Q1 		$342K Sell
7,483
-29
-0.4% -$1.3K 0.04% 189
2022
Q4 		$311K Buy
7,512
+942
+14% +$38.2K 0.04% 207
2022
Q3 		$234K Buy
6,570
+328
+5% +$12.9K 0.04% 205
2022
Q2 		$224K Sell
6,242
-20
-0.3% -$785 0.04% 215
2022
Q1 		$288K Buy
6,262
+65
+1% +$3.06K 0.04% 184
2021
Q4 		$337K Buy
6,197
+310
+5% +$16.7K 0.05% 163
2021
Q3 		$305K Buy
5,887
+81
+1% +$4.36K 0.05% 161
2021
Q2 		$283K Buy
5,806
+56
+1% +$2.5K 0.05% 157
2021
Q1 		$243K Hold
5,750
– – 0.05% 162
2020
Q4 		$218K Buy
+5,750
New +$208K 0.05% 165

Other funds holding CARR

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Resonant Capital Advisors's CARR Position: Q2 2026 in Review

Resonant Capital Advisors increased its Carrier Global (CARR) stake by 0.91% in Q2 2026, buying an estimated $6.27K and bringing the position to 10,672 shares worth $783K. The position accounts for 0.04% of the portfolio, ranked #221.

Resonant Capital Advisors first reported a position in CARR in Q4 2020 and has held it in 23 quarters since. The position peaked at $808K in Q3 2024. 748 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Resonant Capital Advisors held 10,672 shares of Carrier Global worth $783K as of Q2 2026.
  • Resonant Capital Advisors bought 96 Carrier Global shares in Q2 2026, an estimated $6.27K.
  • Carrier Global made up 0.04% of Resonant Capital Advisors's portfolio in Q2 2026, its #221 holding.
  • Resonant Capital Advisors first reported a position in Carrier Global in Q4 2020 and has held it in 23 quarters since.
  • Resonant Capital Advisors's Carrier Global position peaked at $808K in Q3 2024.
  • 748 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.