StackStone Wealth’s Carrier Global CARR Stock Holding History

StackStone Wealth’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	$1.1M	Buy	+19,970	New	+$1.24M	0.11%	174

Other funds holding CARR

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

StackStone Wealth's CARR Position: Q3 2026 in Review

StackStone Wealth opened a new position in Carrier Global (CARR) in Q3 2026: 19,970 shares worth $1.1M. The stake represents 0.11% of the portfolio and ranks #174 among its holdings.

556 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

StackStone Wealth held 19,970 shares of Carrier Global worth $1.1M as of Q3 2026.
Carrier Global was a new StackStone Wealth position in Q3 2026.
Carrier Global made up 0.11% of StackStone Wealth's portfolio in Q3 2026, its #174 holding.
556 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.