Avestar Capital
CARR icon

Avestar Capital’s Carrier Global CARR Stock Holding History

Avestar Capital’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
2026
Q3 		$348K Sell
6,336
-3,781
-37% -$234K 0.03% 433
2026
Q2 		$742K Buy
10,117
+27
+0.3% +$1.76K 0.04% 296
2026
Q1 		$568K Sell
10,090
-321
-3% -$19K 0.04% 323
2025
Q4 		$550K Sell
10,411
-2,315
-18% -$129K 0.04% 322
2025
Q3 		$760K Buy
12,726
+156
+1% +$10.6K 0.05% 273
2025
Q2 		$920K Buy
12,570
+725
+6% +$49.2K 0.06% 230
2025
Q1 		$751K Buy
11,845
+5
+0% +$332 0.07% 235
2024
Q4 		$808K Sell
11,840
-90
-0.8% -$6.79K 0.07% 206
2024
Q3 		$960K Buy
11,930
+416
+4% +$29K 0.1% 163
2024
Q2 		$726K Buy
11,514
+529
+5% +$32.5K 0.07% 192
2024
Q1 		$639K Sell
10,985
-243
-2% -$13.7K 0.07% 206
2023
Q4 		$645K Buy
11,228
+761
+7% +$40.3K 0.07% 167
2023
Q3 		$578K Sell
10,467
-1,212
-10% -$66.7K 0.08% 151
2023
Q2 		$581K Sell
11,679
-201
-2% -$8.84K 0.09% 136
2023
Q1 		$544K Sell
11,880
-1,989
-14% -$89K 0.1% 136
2022
Q4 		$572K Buy
13,869
+454
+3% +$18.4K 0.1% 127
2022
Q3 		$477K Buy
13,415
+4,204
+46% +$166K 0.12% 126
2022
Q2 		$328K Buy
9,211
+3,734
+68% +$147K 0.08% 190
2022
Q1 		$251K Buy
5,477
+696
+15% +$32.8K 0.04% 344
2021
Q4 		$259K Buy
+4,781
New +$258K 0.03% 382

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Avestar Capital's CARR Position: Q3 2026 in Review

Avestar Capital reduced its Carrier Global (CARR) stake by 37% in Q3 2026, selling an estimated $234K and leaving 6,336 shares worth $348K. The position accounts for 0.03% of the portfolio, ranked #433.

Avestar Capital first reported a position in CARR in Q4 2021 and has held it in 20 quarters since. The position peaked at $960K in Q3 2024. 1,329 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

  • Avestar Capital held 6,336 shares of Carrier Global worth $348K as of Q3 2026.
  • Avestar Capital sold 3,781 Carrier Global shares in Q3 2026, an estimated $234K.
  • Carrier Global made up 0.03% of Avestar Capital's portfolio in Q3 2026, its #433 holding.
  • Avestar Capital first reported a position in Carrier Global in Q4 2021 and has held it in 20 quarters since.
  • Avestar Capital's Carrier Global position peaked at $960K in Q3 2024.
  • 1,329 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.