Welch Group
CARR icon

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
Q3 		$9.29M Buy
169,400
+15,755
+10% +$976K 0.32% 56
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

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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

Welch Group's CARR Position: Q3 2026 in Review

Welch Group increased its Carrier Global (CARR) stake by 10% in Q3 2026, buying an estimated $976K and bringing the position to 169,400 shares worth $9.29M. The position accounts for 0.32% of the portfolio, ranked #56.

Welch Group first reported a position in CARR in Q3 2023 and has held it in 13 quarters since. The position peaked at $11.3M in Q2 2026. 554 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

  • Welch Group held 169,400 shares of Carrier Global worth $9.29M as of Q3 2026.
  • Welch Group bought 15,755 Carrier Global shares in Q3 2026, an estimated $976K.
  • Carrier Global made up 0.32% of Welch Group's portfolio in Q3 2026, its #56 holding.
  • Welch Group first reported a position in Carrier Global in Q3 2023 and has held it in 13 quarters since.
  • Welch Group's Carrier Global position peaked at $11.3M in Q2 2026.
  • 554 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.