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Wedmont Private Capital’s Carrier Global CARR Stock Holding History

Wedmont Private Capital’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 		$999K Buy
17,890
+50
+0.3% +$3.1K 0.02% 395
2026
Q2 		$1.24M Buy
17,840
+488
+3% +$31.9K 0.03% 295
2026
Q1 		$1.01M Sell
17,352
-590
-3% -$34.9K 0.03% 314
2025
Q4 		$943K Sell
17,942
-2,391
-12% -$133K 0.03% 305
2025
Q3 		$1.2M Sell
20,333
-1,097
-5% -$74.5K 0.04% 237
2025
Q2 		$1.63M Buy
21,430
+53
+0.2% +$3.6K 0.07% 183
2025
Q1 		$1.27M Buy
21,377
+79
+0.4% +$5.25K 0.06% 191
2024
Q4 		$1.42M Buy
21,298
+519
+2% +$39.1K 0.07% 162
2024
Q3 		$1.67M Buy
20,779
+1,145
+6% +$79.7K 0.1% 129
2024
Q2 		$1.3M Sell
19,634
-630
-3% -$38.7K 0.08% 158
2024
Q1 		$1.18M Buy
20,264
+3,274
+19% +$184K 0.09% 158
2023
Q4 		$959K Buy
16,990
+1,028
+6% +$54.4K 0.08% 172
2023
Q3 		$878K Buy
15,962
+1,071
+7% +$58.9K 0.09% 146
2023
Q2 		$802K Sell
14,891
-1,255
-8% -$55.2K 0.09% 156
2023
Q1 		$683K Buy
16,146
+1,531
+10% +$68.5K 0.09% 168
2022
Q4 		$630K Buy
14,615
+7,609
+109% +$309K 0.09% 163
2022
Q3 		$249K Sell
7,006
-2,233
-24% -$87.9K 0.05% 305
2022
Q2 		$329K Buy
+9,239
New +$363K 0.07% 215

Other funds holding CARR

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Wedmont Private Capital's CARR Position: Q3 2026 in Review

Wedmont Private Capital increased its Carrier Global (CARR) stake by 0.28% in Q3 2026, buying an estimated $3.1K and bringing the position to 17,890 shares worth $999K. The position accounts for 0.02% of the portfolio, ranked #395.

Wedmont Private Capital first reported a position in CARR in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.67M in Q3 2024. 64 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

  • Wedmont Private Capital held 17,890 shares of Carrier Global worth $999K as of Q3 2026.
  • Wedmont Private Capital bought 50 Carrier Global shares in Q3 2026, an estimated $3.1K.
  • Carrier Global made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #395 holding.
  • Wedmont Private Capital first reported a position in Carrier Global in Q2 2022 and has held it in 18 quarters since.
  • Wedmont Private Capital's Carrier Global position peaked at $1.67M in Q3 2024.
  • 64 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.