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True Wealth Design’s Carrier Global CARR Stock Holding History

True Wealth Design’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 		$142K Buy
2,596
+1,659
+177% +$103K 0.03% 185
2026
Q2 		$68.7K Sell
937
-90
-9% -$5.88K 0.02% 372
2026
Q1 		$57.8K Buy
1,027
+541
+111% +$32K 0.02% 360
2025
Q4 		$25.7K Buy
486
+427
+724% +$23.7K 0.01% 523
2025
Q3 		$3.5K Sell
59
-7
-11% -$476 ﹤0.01% 1225
2025
Q2 		$4.81K Buy
66
+14
+27% +$950 ﹤0.01% 823
2025
Q1 		$3.28K Buy
52
+12
+30% +$797 ﹤0.01% 823
2024
Q4 		$2.71K Buy
40
+7
+21% +$528 ﹤0.01% 665
2024
Q3 		$2.66K Buy
33
+4
+14% +$279 ﹤0.01% 710
2024
Q2 		$1.83K Sell
29
-2
-6% -$123 ﹤0.01% 376
2024
Q1 		$1.8K Buy
31
+14
+82% +$787 ﹤0.01% 359
2023
Q4 		$977 Hold
17
– – ﹤0.01% 360
2023
Q3 		$939 Sell
17
-17,856
-100% -$983K ﹤0.01% 327
2023
Q2 		$888K Sell
17,873
-418
-2% -$18.4K 0.32% 39
2023
Q1 		$837K Sell
18,291
-542
-3% -$24.3K 0.35% 45
2022
Q4 		$777K Buy
+18,833
New +$764K 0.36% 58

Other funds holding CARR

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 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
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

True Wealth Design's CARR Position: Q3 2026 in Review

True Wealth Design increased its Carrier Global (CARR) stake by 177% in Q3 2026, buying an estimated $103K and bringing the position to 2,596 shares worth $142K. The position accounts for 0.03% of the portfolio, ranked #185.

True Wealth Design first reported a position in CARR in Q4 2022 and has held it in 16 quarters since. The position peaked at $888K in Q2 2023. 191 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

  • True Wealth Design held 2,596 shares of Carrier Global worth $142K as of Q3 2026.
  • True Wealth Design bought 1,659 Carrier Global shares in Q3 2026, an estimated $103K.
  • Carrier Global made up 0.03% of True Wealth Design's portfolio in Q3 2026, its #185 holding.
  • True Wealth Design first reported a position in Carrier Global in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Carrier Global position peaked at $888K in Q2 2023.
  • 191 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.