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Westfuller Advisors’s Carrier Global CARR Stock Holding History

Westfuller Advisors’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 		$5.81K Sell
79
-30
-28% -$1.96K ﹤0.01% 565
2026
Q1 		$6.15K Buy
109
+17
+18% +$1.01K ﹤0.01% 515
2025
Q4 		$4.86K Sell
92
-84
-48% -$4.67K ﹤0.01% 566
2025
Q3 		$10.5K Buy
+176
New +$12K ﹤0.01% 450

Other funds holding CARR

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Westfuller Advisors's CARR Position: Q2 2026 in Review

Westfuller Advisors reduced its Carrier Global (CARR) stake by 28% in Q2 2026, selling an estimated $1.96K and leaving 79 shares worth $5.81K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

Westfuller Advisors first reported a position in CARR in Q3 2025 and has held it in 4 quarters since. The position peaked at $10.5K in Q3 2025. 708 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Westfuller Advisors held 79 shares of Carrier Global worth $5.81K as of Q2 2026.
  • Westfuller Advisors sold 30 Carrier Global shares in Q2 2026, an estimated $1.96K.
  • Carrier Global made up ﹤0.01% of Westfuller Advisors's portfolio in Q2 2026, its #565 holding.
  • Westfuller Advisors first reported a position in Carrier Global in Q3 2025 and has held it in 4 quarters since.
  • Westfuller Advisors's Carrier Global position peaked at $10.5K in Q3 2025.
  • 708 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.