Signature Wealth Management Partners’s Carrier Global CARR Stock Holding History

Signature Wealth Management 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 Q2	$253K	Buy	+3,450	New	+$225K	0.12%	103
2025 Q4	–	Sell	-3,450	Closed	-$206K	–	121
2025 Q3	$206K	Hold	3,450	–	–	0.11%	109
2025 Q2	$253K	Hold	3,450	–	–	0.14%	96
2025 Q1	$219K	Hold	3,450	–	–	0.14%	96
2024 Q4	$235K	Hold	3,450	–	–	0.16%	91
2024 Q3	$278K	Hold	3,450	–	–	0.2%	81
2024 Q2	$218K	Hold	3,450	–	–	0.17%	96
2024 Q1	$201K	Buy	+3,450	New	+$194K	0.16%	97
2023 Q4	–	Sell	-3,889	Closed	-$215K	–	97
2023 Q3	$215K	Sell	3,889 -811	-17%	-$44.6K	0.21%	87
2023 Q2	$234K	Hold	4,700	–	–	0.22%	87
2023 Q1	$215K	Buy	+4,700	New	+$210K	0.2%	93
2022 Q2	–	Sell	-4,700	Closed	-$216K	–	108
2022 Q1	$216K	Hold	4,700	–	–	0.18%	104
2021 Q4	$255K	Hold	4,700	–	–	0.22%	92
2021 Q3	$243K	Hold	4,700	–	–	0.22%	96
2021 Q2	$228K	Sell	4,700 -625	-12%	-$27.9K	0.21%	96
2021 Q1	$225K	Hold	5,325	–	–	0.22%	90
2020 Q4	$201K	Buy	+5,325	New	+$193K	0.2%	89

Other funds holding CARR

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Signature Wealth Management Partners's CARR Position: Q2 2026 in Review

Signature Wealth Management Partners opened a new position in Carrier Global (CARR) in Q2 2026: 3,450 shares worth $253K. The stake represents 0.12% of the portfolio and ranks #103 among its holdings. This is a return to the name: Signature Wealth Management Partners previously reported a position in CARR as recently as Q3 2025.

Signature Wealth Management Partners first reported a position in CARR in Q4 2020 and has held it in 17 quarters since. The position peaked at $278K in Q3 2024. 708 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Signature Wealth Management Partners held 3,450 shares of Carrier Global worth $253K as of Q2 2026.
Carrier Global was a new Signature Wealth Management Partners position in Q2 2026.
Carrier Global made up 0.12% of Signature Wealth Management Partners's portfolio in Q2 2026, its #103 holding.
Signature Wealth Management Partners first reported a position in Carrier Global in Q4 2020 and has held it in 17 quarters since.
Signature Wealth Management Partners's Carrier Global position peaked at $278K in Q3 2024.
708 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.