Wealth Quarterback
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Wealth Quarterback’s Carrier Global CARR Stock Holding History

Wealth Quarterback’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 		– Sell
-2,841
Closed -$208K – 181
2026
Q2 		$208K Buy
+2,841
New +$186K 0.06% 163
2021
Q3 		$84K Sell
1,615
-41
-2% -$2.21K 0.06% 170
2021
Q2 		$81K Buy
+1,656
New +$74K 0.05% 186

Other funds holding CARR

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 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
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Professional Advisory Services
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

Wealth Quarterback's CARR Position: Q3 2026 in Review

Wealth Quarterback sold out of Carrier Global (CARR) in Q3 2026, closing a stake of 2,841 shares — an estimated $208K sold.

Wealth Quarterback first reported a position in CARR in Q2 2021 and held it in 3 quarters. The position peaked at $208K in Q2 2026. 404 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

  • Wealth Quarterback reported no remaining Carrier Global position as of Q3 2026 after selling out during the quarter.
  • Wealth Quarterback sold 2,841 Carrier Global shares in Q3 2026, an estimated $208K.
  • Wealth Quarterback first reported a position in Carrier Global in Q2 2021 and held it in 3 quarters.
  • Wealth Quarterback's Carrier Global position peaked at $208K in Q2 2026.
  • 404 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.