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Signature Estate & Investment Advisors’s Carrier Global CARR Stock Holding History

Signature Estate & Investment 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 		$512K Buy
6,979
+461
+7% +$30.1K 0.01% 427
2026
Q1 		$367K Sell
6,518
-1,588
-20% -$94K 0.01% 488
2025
Q4 		$428K Sell
8,106
-2,328
-22% -$129K 0.01% 416
2025
Q3 		$623K Sell
10,434
-1,025
-9% -$69.6K 0.01% 342
2025
Q2 		$839K Buy
11,459
+328
+3% +$22.3K 0.02% 258
2025
Q1 		$706K Sell
11,131
-594
-5% -$39.5K 0.02% 274
2024
Q4 		$800K Buy
11,725
+144
+1% +$10.9K 0.02% 255
2024
Q3 		$932K Buy
11,581
+1,037
+10% +$72.2K 0.02% 215
2024
Q2 		$665K Buy
10,544
+6,972
+195% +$428K 0.02% 256
2024
Q1 		$208K Buy
+3,572
New +$201K 0.01% 168

Other funds holding CARR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Signature Estate & Investment Advisors's CARR Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Carrier Global (CARR) stake by 7.1% in Q2 2026, buying an estimated $30.1K and bringing the position to 6,979 shares worth $512K. The position accounts for 0.01% of the portfolio, ranked #427.

Signature Estate & Investment Advisors first reported a position in CARR in Q1 2024 and has held it in 10 quarters since. The position peaked at $932K in Q3 2024. 975 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Signature Estate & Investment Advisors held 6,979 shares of Carrier Global worth $512K as of Q2 2026.
  • Signature Estate & Investment Advisors bought 461 Carrier Global shares in Q2 2026, an estimated $30.1K.
  • Carrier Global made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #427 holding.
  • Signature Estate & Investment Advisors first reported a position in Carrier Global in Q1 2024 and has held it in 10 quarters since.
  • Signature Estate & Investment Advisors's Carrier Global position peaked at $932K in Q3 2024.
  • 975 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.