Tower View Wealth Management
CARR icon

Tower View Wealth Management’s Carrier Global CARR Stock Holding History

Tower View Wealth Management’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 		$318K Sell
5,800
-4,378
-43% -$271K 0.14% 60
2026
Q2 		$747K Sell
10,178
-1,342
-12% -$87.7K 0.33% 50
2026
Q1 		$649K Sell
11,520
-33,209
-74% -$1.97M 0.33% 48
2025
Q4 		$2.36M Sell
44,729
-17,051
-28% -$948K 1.17% 33
2025
Q3 		$3.69M Buy
61,780
+2,050
+3% +$139K 1.91% 22
2025
Q2 		$4.37M Buy
59,730
+129
+0.2% +$8.75K 2.27% 19
2025
Q1 		$3.78M Sell
59,601
-1,053
-2% -$70K 2.2% 20
2024
Q4 		$4.14M Buy
60,654
+1,166
+2% +$87.9K 2.19% 18
2024
Q3 		$4.79M Buy
59,488
+82
+0.1% +$5.71K 2.62% 14
2024
Q2 		$3.75M Buy
59,406
+128
+0.2% +$7.86K 2.15% 20
2024
Q1 		$3.45M Buy
59,278
+670
+1% +$37.6K 2.02% 25
2023
Q4 		$3.37M Buy
58,608
+2,769
+5% +$147K 2.09% 24
2023
Q3 		$3.08M Buy
55,839
+749
+1% +$41.2K 2.16% 23
2023
Q2 		$2.74M Buy
55,090
+187
+0.3% +$8.23K 1.86% 27
2023
Q1 		$2.51M Buy
54,903
+1,290
+2% +$57.7K 1.69% 29
2022
Q4 		$2.21M Sell
53,613
-142
-0.3% -$5.76K 1.54% 29
2022
Q3 		$1.91M Buy
+53,755
New +$2.12M 1.45% 31

Other funds holding CARR

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management Boston, Massachusetts $2.31B AUM 23.57% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Tower View Wealth Management's CARR Position: Q3 2026 in Review

Tower View Wealth Management reduced its Carrier Global (CARR) stake by 43% in Q3 2026, selling an estimated $271K and leaving 5,800 shares worth $318K. The position accounts for 0.14% of the portfolio, ranked #60.

Tower View Wealth Management first reported a position in CARR in Q3 2022 and has held it in 17 quarters since. The position peaked at $4.79M in Q3 2024. 692 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

  • Tower View Wealth Management held 5,800 shares of Carrier Global worth $318K as of Q3 2026.
  • Tower View Wealth Management sold 4,378 Carrier Global shares in Q3 2026, an estimated $271K.
  • Carrier Global made up 0.14% of Tower View Wealth Management's portfolio in Q3 2026, its #60 holding.
  • Tower View Wealth Management first reported a position in Carrier Global in Q3 2022 and has held it in 17 quarters since.
  • Tower View Wealth Management's Carrier Global position peaked at $4.79M in Q3 2024.
  • 692 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on Tower View Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.