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Ridgewood Investments’s Carrier Global CARR Stock Holding History

Ridgewood Investments’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 		$1.44M Buy
26,276
+2,213
+9% +$137K 0.53% 56
2026
Q2 		$1.77M Buy
24,063
+2,751
+13% +$180K 0.66% 40
2026
Q1 		$1.2M Buy
+21,312
New +$1.26M 0.49% 60
2025
Q3 		$754K Buy
12,633
+7,849
+164% +$533K 0.32% 95
2025
Q2 		$350K Buy
4,784
+3,065
+178% +$208K 0.15% 152
2025
Q1 		$109K Buy
+1,719
New +$114K 0.05% 238
2024
Q3 		– Sell
-2,528
Closed -$159K – 737
2024
Q2 		$159K Buy
+2,528
New +$155K 0.08% 200
2023
Q3 		– Sell
-2,528
Closed -$126K – 256
2023
Q2 		$126K Buy
2,528
+1,500
+146% +$66K 0.07% 214
2023
Q1 		$47K Buy
+1,028
New +$46K 0.03% 349

Other funds holding CARR

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Ridgewood Investments's CARR Position: Q3 2026 in Review

Ridgewood Investments increased its Carrier Global (CARR) stake by 9.2% in Q3 2026, buying an estimated $137K and bringing the position to 26,276 shares worth $1.44M. The position accounts for 0.53% of the portfolio, ranked #56.

Ridgewood Investments first reported a position in CARR in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.77M in Q2 2026. 55 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

  • Ridgewood Investments held 26,276 shares of Carrier Global worth $1.44M as of Q3 2026.
  • Ridgewood Investments bought 2,213 Carrier Global shares in Q3 2026, an estimated $137K.
  • Carrier Global made up 0.53% of Ridgewood Investments's portfolio in Q3 2026, its #56 holding.
  • Ridgewood Investments first reported a position in Carrier Global in Q1 2023 and has held it in 9 quarters since.
  • Ridgewood Investments's Carrier Global position peaked at $1.77M in Q2 2026.
  • 55 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.