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SteelPeak Wealth’s Carrier Global CARR Stock Holding History

SteelPeak 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
Q2 		$3.75M Buy
+51,154
New +$3.34M 0.1% 155
2023
Q1 		– Sell
-7,262
Closed -$301K – 393
2022
Q4 		$301K Hold
7,262
– – 0.02% 308
2022
Q3 		$258K Sell
7,262
-2
-0% -$79 0.02% 339
2022
Q2 		$260K Buy
+7,264
New +$285K 0.02% 337

Other funds holding CARR

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
CRB
Chad R. Baker $620M AUM 42.67% 1-Year Est. Return

SteelPeak Wealth's CARR Position: Q2 2026 in Review

SteelPeak Wealth opened a new position in Carrier Global (CARR) in Q2 2026: 51,154 shares worth $3.75M. The stake represents 0.1% of the portfolio and ranks #155 among its holdings. This is a return to the name: SteelPeak Wealth previously reported a position in CARR as recently as Q4 2022.

SteelPeak Wealth first reported a position in CARR in Q2 2022 and has held it in 4 quarters since. 258 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • SteelPeak Wealth held 51,154 shares of Carrier Global worth $3.75M as of Q2 2026.
  • Carrier Global was a new SteelPeak Wealth position in Q2 2026.
  • Carrier Global made up 0.1% of SteelPeak Wealth's portfolio in Q2 2026, its #155 holding.
  • SteelPeak Wealth first reported a position in Carrier Global in Q2 2022 and has held it in 4 quarters since.
  • 258 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.