Ted Buchan & Co’s Carrier Global CARR Stock Holding History

Ted Buchan & Co’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	$278K	Hold	5,070	–	–	0.09%	84
2026 Q2	$372K	Hold	5,070	–	–	0.12%	74
2026 Q1	$285K	Hold	5,070	–	–	0.1%	77
2025 Q4	$268K	Hold	5,070	–	–	0.1%	76
2025 Q3	$303K	Hold	5,070	–	–	0.12%	70
2025 Q2	$371K	Hold	5,070	–	–	0.15%	71
2025 Q1	$321K	Hold	5,070	–	–	0.15%	73
2024 Q4	$346K	Hold	5,070	–	–	0.16%	68
2024 Q3	$408K	Hold	5,070	–	–	0.19%	63
2024 Q2	$320K	Hold	5,070	–	–	0.17%	70
2024 Q1	$295K	Hold	5,070	–	–	0.18%	75
2023 Q4	$291K	Hold	5,070	–	–	0.21%	64
2023 Q3	$280K	Hold	5,070	–	–	0.22%	61
2023 Q2	$252K	Buy	5,070 +410	+9%	+$18K	0.19%	69
2023 Q1	$213K	Buy	+4,660	New	+$209K	0.18%	78

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Ted Buchan & Co's CARR Position: Q3 2026 in Review

Ted Buchan & Co held its Carrier Global (CARR) position steady in Q3 2026 at 5,070 shares worth $278K. The position accounts for 0.09% of the portfolio, ranked #84.

Ted Buchan & Co first reported a position in CARR in Q1 2023 and has held it in 15 quarters since. The position peaked at $408K in Q3 2024. 947 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

Ted Buchan & Co held 5,070 shares of Carrier Global worth $278K as of Q3 2026.
Ted Buchan & Co left its Carrier Global share count unchanged in Q3 2026.
Carrier Global made up 0.09% of Ted Buchan & Co's portfolio in Q3 2026, its #84 holding.
Ted Buchan & Co first reported a position in Carrier Global in Q1 2023 and has held it in 15 quarters since.
Ted Buchan & Co's Carrier Global position peaked at $408K in Q3 2024.
947 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on Ted Buchan & Co's 13F filing for Q3 2026, filed 23 Oct 2026.