Wealth Enhancement Advisory Services
CARR icon

Wealth Enhancement Advisory Services’s Carrier Global CARR Stock Holding History

Wealth Enhancement Advisory Services’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 		$6.08K Buy
+100
New +$6.54K ﹤0.01% 4121

Other funds holding CARR

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
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
MIF
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
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Wealth Enhancement Advisory Services's CARR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Carrier Global (CARR) stake by 3.3% in Q2 2026, buying an estimated $1.22M and bringing the position to 587,783 shares worth $35.7M. The position accounts for 0.06% of the portfolio, ranked #280.

Wealth Enhancement Advisory Services first reported a position in CARR in Q3 2023 and has held it in 12 quarters since. The position peaked at $44.9M in Q2 2025. 519 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 587,783 shares of Carrier Global worth $35.7M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 18,698 Carrier Global shares in Q2 2026, an estimated $1.22M.
  • Carrier Global made up 0.06% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #280 holding.
  • Wealth Enhancement Advisory Services first reported a position in Carrier Global in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Carrier Global position peaked at $44.9M in Q2 2025.
  • 519 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.