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Welch Group’s Carrier Global CARR Stock Holding History

Welch Group’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 		$11.3M Buy
153,645
+10,466
+7% +$684K 0.38% 50
2026
Q1 		$8.06M Buy
143,179
+17,173
+14% +$1.02M 0.3% 54
2025
Q4 		$6.66M Buy
126,006
+8,551
+7% +$475K 0.26% 60
2025
Q3 		$7.01M Buy
117,455
+8,189
+7% +$556K 0.27% 54
2025
Q2 		$8M Buy
109,266
+5,717
+6% +$388K 0.33% 51
2025
Q1 		$6.56M Buy
103,549
+8,478
+9% +$563K 0.29% 50
2024
Q4 		$6.49M Buy
95,071
+2,647
+3% +$200K 0.29% 54
2024
Q3 		$7.44M Buy
92,424
+7,912
+9% +$551K 0.32% 49
2024
Q2 		$5.33M Buy
84,512
+5,154
+6% +$316K 0.26% 55
2024
Q1 		$4.61M Buy
79,358
+11,376
+17% +$639K 0.23% 57
2023
Q4 		$3.91M Buy
67,982
+4,457
+7% +$236K 0.21% 59
2023
Q3 		$3.51M Buy
+63,525
New +$3.5M 0.21% 58

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Welch Group's CARR Position: Q2 2026 in Review

Welch Group increased its Carrier Global (CARR) stake by 7.3% in Q2 2026, buying an estimated $684K and bringing the position to 153,645 shares worth $11.3M. The position accounts for 0.38% of the portfolio, ranked #50.

Welch Group first reported a position in CARR in Q3 2023 and has held it in 12 quarters since. 624 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Welch Group held 153,645 shares of Carrier Global worth $11.3M as of Q2 2026.
  • Welch Group bought 10,466 Carrier Global shares in Q2 2026, an estimated $684K.
  • Carrier Global made up 0.38% of Welch Group's portfolio in Q2 2026, its #50 holding.
  • Welch Group first reported a position in Carrier Global in Q3 2023 and has held it in 12 quarters since.
  • 624 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.