AXS Investments’s Carrier Global CARR Stock Holding History

AXS Investments’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	-20,393	Closed	-$1.29M	–	156
2025 Q1	$1.29M	Buy	20,393 +2,579	+14%	+$171K	0.36%	127
2024 Q4	$1.22M	Sell	17,814 -14,312	-45%	-$1.08M	0.34%	151
2024 Q3	$2.59M	Buy	32,126 +13,009	+68%	+$906K	0.69%	27
2024 Q2	$1.21M	Sell	19,117 -17,595	-48%	-$1.08M	0.34%	126
2024 Q1	$2.13M	Buy	36,712 +12,671	+53%	+$712K	0.51%	49
2023 Q4	$1.38M	Buy	24,041 +2,354	+11%	+$125K	0.33%	103
2023 Q3	$1.2M	Sell	21,687 -6,578	-23%	-$362K	0.31%	109
2023 Q2	$1.41M	Buy	28,265 +3,123	+12%	+$137K	0.37%	77
2023 Q1	$1.15M	Sell	25,142 -474	-2%	-$21.2K	0.38%	103
2022 Q4	$1.06M	Buy	25,616 +947	+4%	+$38.4K	0.38%	104
2022 Q3	$877K	Sell	24,669 -1,135	-4%	-$44.7K	0.34%	119
2022 Q2	$920K	Buy	+25,804	New	+$1.01M	0.33%	117

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

AXS Investments's CARR Position: Q2 2025 in Review

AXS Investments sold out of Carrier Global (CARR) in Q2 2025, closing a stake of 20,393 shares — an estimated $1.29M sold.

AXS Investments first reported a position in CARR in Q2 2022 and held it in 12 quarters. The position peaked at $2.59M in Q3 2024. 1,584 funds tracked by Wall St. Rank hold CARR as of Q2 2025.

AXS Investments reported no remaining Carrier Global position as of Q2 2025 after selling out during the quarter.
AXS Investments sold 20,393 Carrier Global shares in Q2 2025, an estimated $1.29M.
AXS Investments first reported a position in Carrier Global in Q2 2022 and held it in 12 quarters.
AXS Investments's Carrier Global position peaked at $2.59M in Q3 2024.
1,584 funds tracked by Wall St. Rank held Carrier Global as of Q2 2025.

Based on AXS Investments's 13F filing for Q2 2025, filed 11 Aug 2025.