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Accredited Wealth Management’s Carrier Global CARR Stock Holding History

Accredited Wealth 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
2025
Q3 		$26.4K Sell
120
-323
-73% -$21.9K 0.02% 181
2025
Q2 		$32.4K Hold
443
– – 0.03% 168
2025
Q1 		$28.1K Buy
+443
New +$29.4K 0.02% 161

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 $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Accredited Wealth Management's CARR Position: Q3 2025 in Review

Accredited Wealth Management reduced its Carrier Global (CARR) stake by 73% in Q3 2025, selling an estimated $21.9K and leaving 120 shares worth $26.4K. The position accounts for 0.02% of the portfolio, ranked #181.

Accredited Wealth Management first reported a position in CARR in Q1 2025 and has held it in 3 quarters since. The position peaked at $32.4K in Q2 2025. 1,488 funds tracked by Wall St. Rank hold CARR as of Q3 2025.

  • Accredited Wealth Management held 120 shares of Carrier Global worth $26.4K as of Q3 2025.
  • Accredited Wealth Management sold 323 Carrier Global shares in Q3 2025, an estimated $21.9K.
  • Carrier Global made up 0.02% of Accredited Wealth Management's portfolio in Q3 2025, its #181 holding.
  • Accredited Wealth Management first reported a position in Carrier Global in Q1 2025 and has held it in 3 quarters since.
  • Accredited Wealth Management's Carrier Global position peaked at $32.4K in Q2 2025.
  • 1,488 funds tracked by Wall St. Rank held Carrier Global as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.