Planning Strategies Inc.’s Carrier Global CARR Stock Holding History

Planning Strategies Inc.’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	$7.33K	Buy	+100	New	+$6.54K	﹤0.01%	370

Other funds holding CARR

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

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) 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Planning Strategies Inc.'s CARR Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Carrier Global (CARR) in Q2 2026: 100 shares worth $7.33K. The stake represents ﹤0.01% of the portfolio and ranks #370 among its holdings.

624 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Planning Strategies Inc. held 100 shares of Carrier Global worth $7.33K as of Q2 2026.
Carrier Global was a new Planning Strategies Inc. position in Q2 2026.
Carrier Global made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #370 holding.
624 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.