Atala Financial’s Carrier Global CARR Stock Holding History

Atala Financial’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 Q2	–	Sell	-93	Closed	-$5.9K	–	175
2025 Q1	$5.9K	Hold	93	–	–	﹤0.01%	394
2024 Q4	$6.35K	Buy	+93	New	+$7.01K	﹤0.01%	393

Other funds holding CARR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atala Financial's CARR Position: Q2 2025 in Review

Atala Financial sold out of Carrier Global (CARR) in Q2 2025, closing a stake of 93 shares — an estimated $5.9K sold.

Atala Financial first reported a position in CARR in Q4 2024 and held it in 2 quarters. The position peaked at $6.35K in Q4 2024. 1,584 funds tracked by Wall St. Rank hold CARR as of Q2 2025.

Atala Financial reported no remaining Carrier Global position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 93 Carrier Global shares in Q2 2025, an estimated $5.9K.
Atala Financial first reported a position in Carrier Global in Q4 2024 and held it in 2 quarters.
Atala Financial's Carrier Global position peaked at $6.35K in Q4 2024.
1,584 funds tracked by Wall St. Rank held Carrier Global as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.