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Whitener Capital Management’s Carrier Global CARR Stock Holding History

Whitener Capital Management’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 		$222K Buy
+3,026
New +$198K 0.05% 172
2024
Q4 		– Sell
-2,666
Closed -$215K – 162
2024
Q3 		$215K Buy
+2,666
New +$186K 0.06% 150
2020
Q4 		– Sell
-8,751
Closed -$267K – 130
2020
Q3 		$267K Sell
8,751
-9,333
-52% -$264K 0.13% 108
2020
Q2 		$401K Buy
+18,084
New +$336K 0.21% 83

Other funds holding CARR

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Whitener Capital Management's CARR Position: Q2 2026 in Review

Whitener Capital Management opened a new position in Carrier Global (CARR) in Q2 2026: 3,026 shares worth $222K. The stake represents 0.05% of the portfolio and ranks #172 among its holdings. This is a return to the name: Whitener Capital Management previously reported a position in CARR as recently as Q3 2024.

Whitener Capital Management first reported a position in CARR in Q2 2020 and has held it in 4 quarters since. The position peaked at $401K in Q2 2020. 466 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Whitener Capital Management held 3,026 shares of Carrier Global worth $222K as of Q2 2026.
  • Carrier Global was a new Whitener Capital Management position in Q2 2026.
  • Carrier Global made up 0.05% of Whitener Capital Management's portfolio in Q2 2026, its #172 holding.
  • Whitener Capital Management first reported a position in Carrier Global in Q2 2020 and has held it in 4 quarters since.
  • Whitener Capital Management's Carrier Global position peaked at $401K in Q2 2020.
  • 466 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Whitener Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.