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 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 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 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

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