United Asset Strategies’s Carrier Global CARR Stock Holding History

United Asset Strategies’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	$294K	Buy	+4,003	New	+$262K	0.02%	236

Other funds holding CARR

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

United Asset Strategies's CARR Position: Q2 2026 in Review

United Asset Strategies opened a new position in Carrier Global (CARR) in Q2 2026: 4,003 shares worth $294K. The stake represents 0.02% of the portfolio and ranks #236 among its holdings.

466 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

United Asset Strategies held 4,003 shares of Carrier Global worth $294K as of Q2 2026.
Carrier Global was a new United Asset Strategies position in Q2 2026.
Carrier Global made up 0.02% of United Asset Strategies's portfolio in Q2 2026, its #236 holding.
466 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.