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Beacon Capital Management LLC (Tennessee)’s Carrier Global CARR Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 		– Sell
-1,262
Closed -$92.4K – 260
2025
Q2 		$92.4K Buy
1,262
+107
+9% +$7.26K 0.01% 226
2025
Q1 		$73.3K Hold
1,155
– – 0.01% 248
2024
Q4 		$78.8K Hold
1,155
– – 0.01% 230
2024
Q3 		$93K Hold
1,155
– – 0.01% 205
2024
Q2 		$72.9K Hold
1,155
– – 0.01% 218
2024
Q1 		$67.1K Sell
1,155
-83
-7% -$4.66K 0.01% 233
2023
Q4 		$68.3K Hold
1,238
– – 0.02% 178
2023
Q3 		$61.5K Hold
1,238
– – 0.02% 215
2023
Q2 		$61.5K Sell
1,238
-80
-6% -$3.52K 0.02% 215
2023
Q1 		$60.3K Hold
1,318
– – 0.02% 196
2022
Q4 		$54.4K Sell
1,318
-50
-4% -$2.03K 0.02% 207
2022
Q3 		$49K Hold
1,368
– – 0.02% 204
2022
Q2 		$63K Hold
1,368
– – 0.02% 205
2022
Q1 		$63K Buy
+1,368
New +$64.4K 0.02% 205

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 $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
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
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s CARR Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Carrier Global (CARR) in Q3 2025, closing a stake of 1,262 shares — an estimated $92.4K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in CARR in Q1 2022 and held it in 14 quarters. The position peaked at $93K in Q3 2024. 1,487 funds tracked by Wall St. Rank hold CARR as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Carrier Global position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 1,262 Carrier Global shares in Q3 2025, an estimated $92.4K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Carrier Global in Q1 2022 and held it in 14 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Carrier Global position peaked at $93K in Q3 2024.
  • 1,487 funds tracked by Wall St. Rank held Carrier Global as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.