Bard Financial Services’s Carrier Global CARR Stock Holding History

Bard Financial Services’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 Q3	$444K	Hold	7,445	–	–	0.05%	155
2025 Q2	$545K	Sell	7,445 -675	-8%	-$45.8K	0.07%	144
2025 Q1	$515K	Hold	8,120	–	–	0.06%	148
2024 Q4	$554K	Hold	8,120	–	–	0.07%	138
2024 Q3	$654K	Sell	8,120 -740	-8%	-$51.5K	0.08%	136
2024 Q2	$559K	Hold	8,860	–	–	0.06%	148
2024 Q1	$515K	Hold	8,860	–	–	0.05%	151
2023 Q4	$509K	Hold	8,860	–	–	0.06%	153
2023 Q3	$489K	Hold	8,860	–	–	0.06%	148
2023 Q2	$440K	Sell	8,860 -250	-3%	-$11K	0.03%	224
2023 Q1	$417K	Hold	9,110	–	–	0.03%	224
2022 Q4	$376K	Hold	9,110	–	–	0.03%	227
2022 Q3	$324K	Sell	9,110 -250	-3%	-$9.85K	0.03%	230
2022 Q2	$334K	Hold	9,360	–	–	0.03%	228
2022 Q1	$429K	Sell	9,360 -200	-2%	-$9.42K	0.03%	207
2021 Q4	$519K	Hold	9,560	–	–	0.04%	186
2021 Q3	$495K	Hold	9,560	–	–	0.04%	185
2021 Q2	$465K	Hold	9,560	–	–	0.04%	192
2021 Q1	$404K	Sell	9,560 -1,250	-12%	-$48.6K	0.04%	194
2020 Q4	$408K	Buy	+10,810	New	+$391K	0.04%	185

Other funds holding CARR

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Bard Financial Services's CARR Position: Q3 2025 in Review

Bard Financial Services held its Carrier Global (CARR) position steady in Q3 2025 at 7,445 shares worth $444K. The position accounts for 0.05% of the portfolio, ranked #155.

Bard Financial Services first reported a position in CARR in Q4 2020 and has held it in 20 quarters since. The position peaked at $654K in Q3 2024. 1,490 funds tracked by Wall St. Rank hold CARR as of Q3 2025.

Bard Financial Services held 7,445 shares of Carrier Global worth $444K as of Q3 2025.
Bard Financial Services left its Carrier Global share count unchanged in Q3 2025.
Carrier Global made up 0.05% of Bard Financial Services's portfolio in Q3 2025, its #155 holding.
Bard Financial Services first reported a position in Carrier Global in Q4 2020 and has held it in 20 quarters since.
Bard Financial Services's Carrier Global position peaked at $654K in Q3 2024.
1,490 funds tracked by Wall St. Rank held Carrier Global as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.