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Aaron Wealth Advisors’s Carrier Global CARR Stock Holding History

Aaron Wealth 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
2025
Q3 		– Sell
-3,423
Closed -$251K – 635
2025
Q2 		$251K Buy
+3,423
New +$232K 0.03% 410
2024
Q4 		– Sell
-3,387
Closed -$273K – 455
2024
Q3 		$273K Sell
3,387
-611
-15% -$42.5K 0.03% 326
2024
Q2 		$252K Buy
+3,998
New +$245K 0.04% 269
2022
Q2 		– Sell
-995
Closed -$45.6K – 293
2022
Q1 		$45.6K Buy
+995
New +$46.9K 0.01% 453

Other funds holding CARR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Aaron Wealth Advisors's CARR Position: Q3 2025 in Review

Aaron Wealth Advisors sold out of Carrier Global (CARR) in Q3 2025, closing a stake of 3,423 shares — an estimated $251K sold.

Aaron Wealth Advisors first reported a position in CARR in Q1 2022 and held it in 4 quarters. The position peaked at $273K in Q3 2024. 1,491 funds tracked by Wall St. Rank hold CARR as of Q3 2025.

  • Aaron Wealth Advisors reported no remaining Carrier Global position as of Q3 2025 after selling out during the quarter.
  • Aaron Wealth Advisors sold 3,423 Carrier Global shares in Q3 2025, an estimated $251K.
  • Aaron Wealth Advisors first reported a position in Carrier Global in Q1 2022 and held it in 4 quarters.
  • Aaron Wealth Advisors's Carrier Global position peaked at $273K in Q3 2024.
  • 1,491 funds tracked by Wall St. Rank held Carrier Global as of Q3 2025.

Based on Aaron Wealth Advisors's 13F filing for Q3 2025, filed 3 Oct 2025.