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Atria Wealth Solutions’s Carrier Global CARR Stock Holding History

Atria Wealth Solutions’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 		$633K Sell
8,594
-19,497
-69% -$1.32M 0.01% 818
2025
Q1 		$1.78M Sell
28,091
-5,632
-17% -$374K 0.02% 674
2024
Q4 		$2.3M Buy
33,723
+3,477
+11% +$262K 0.03% 594
2024
Q3 		$2.43M Sell
30,246
-1,492
-5% -$104K 0.03% 558
2024
Q2 		$2M Sell
31,738
-2,333
-7% -$143K 0.02% 629
2024
Q1 		$1.98M Sell
34,071
-803
-2% -$45.1K 0.02% 642
2023
Q4 		$2.01M Sell
34,874
-932
-3% -$49.3K 0.03% 603
2023
Q3 		$1.98M Sell
35,806
-855
-2% -$47.1K 0.03% 565
2023
Q2 		$1.82M Buy
36,661
+4,950
+16% +$218K 0.02% 597
2023
Q1 		$1.45M Buy
31,711
+783
+3% +$35K 0.02% 660
2022
Q4 		$1.28M Buy
30,928
+7,017
+29% +$285K 0.02% 653
2022
Q3 		$850K Sell
23,911
-4,679
-16% -$184K 0.01% 776
2022
Q2 		$1.02M Sell
28,590
-2,015
-7% -$79.1K 0.02% 689
2022
Q1 		$1.4M Buy
+30,605
New +$1.44M 0.02% 597

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 $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's CARR Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Carrier Global (CARR) stake by 69% in Q2 2025, selling an estimated $1.32M and leaving 8,594 shares worth $633K. The position accounts for 0.01% of the portfolio, ranked #818.

Atria Wealth Solutions first reported a position in CARR in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.43M in Q3 2024. 1,585 funds tracked by Wall St. Rank hold CARR as of Q2 2025.

  • Atria Wealth Solutions held 8,594 shares of Carrier Global worth $633K as of Q2 2025.
  • Atria Wealth Solutions sold 19,497 Carrier Global shares in Q2 2025, an estimated $1.32M.
  • Carrier Global made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #818 holding.
  • Atria Wealth Solutions first reported a position in Carrier Global in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Carrier Global position peaked at $2.43M in Q3 2024.
  • 1,585 funds tracked by Wall St. Rank held Carrier Global as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.