SOA Wealth Advisors’s Carrier Global CARR Stock Holding History

SOA Wealth 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 Q3	$34.9K	Hold	636	–	–	0.01%	436
2026 Q2	$46.7K	Hold	636	–	–	0.01%	400
2026 Q1	$35.8K	Hold	636	–	–	0.01%	423
2025 Q4	$33.6K	Hold	636	–	–	0.01%	433
2025 Q3	$38K	Hold	636	–	–	0.01%	417
2025 Q2	$46.5K	Hold	636	–	–	0.01%	378
2025 Q1	$40.3K	Hold	636	–	–	0.01%	372
2024 Q4	$43.4K	Hold	636	–	–	0.01%	348
2024 Q3	$51.2K	Hold	636	–	–	0.01%	318
2024 Q2	$40.1K	Hold	636	–	–	0.01%	338
2024 Q1	$37K	Hold	636	–	–	0.01%	344
2023 Q4	$36.5K	Hold	636	–	–	0.01%	336
2023 Q3	$35.1K	Hold	636	–	–	0.01%	330
2023 Q2	$31.6K	Hold	636	–	–	0.01%	347
2023 Q1	$29.1K	Buy	636 +220	+53%	+$9.8K	0.01%	360
2022 Q4	$17.2K	Hold	416	–	–	﹤0.01%	432
2022 Q3	$14K	Hold	416	–	–	﹤0.01%	451
2022 Q2	$14K	Sell	416 -290	-41%	-$11.4K	﹤0.01%	440
2022 Q1	$32K	Hold	706	–	–	0.01%	378
2021 Q4	$37K	Hold	706	–	–	0.01%	341
2021 Q3	$36K	Buy	706 +32	+5%	+$1.72K	0.01%	356
2021 Q2	$32K	Buy	674 +154	+30%	+$6.88K	0.01%	376
2021 Q1	$21K	Sell	520 -26	-5%	-$1.01K	0.01%	393
2020 Q4	$20K	Buy	+546	New	+$19.8K	0.01%	401

Other funds holding CARR

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

SOA Wealth Advisors's CARR Position: Q3 2026 in Review

SOA Wealth Advisors held its Carrier Global (CARR) position steady in Q3 2026 at 636 shares worth $34.9K. The position accounts for 0.01% of the portfolio, ranked #436.

SOA Wealth Advisors first reported a position in CARR in Q4 2020 and has held it in 24 quarters since. The position peaked at $51.2K in Q3 2024. 997 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

SOA Wealth Advisors held 636 shares of Carrier Global worth $34.9K as of Q3 2026.
SOA Wealth Advisors left its Carrier Global share count unchanged in Q3 2026.
Carrier Global made up 0.01% of SOA Wealth Advisors's portfolio in Q3 2026, its #436 holding.
SOA Wealth Advisors first reported a position in Carrier Global in Q4 2020 and has held it in 24 quarters since.
SOA Wealth Advisors's Carrier Global position peaked at $51.2K in Q3 2024.
997 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on SOA Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.