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Capital A Wealth Management’s Carrier Global CARR Stock Holding History

Capital A Wealth Management’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
-8
Closed -$507 – 484
2025
Q1 		$507 Hold
8
– – ﹤0.01% 627
2024
Q4 		$546 Buy
+8
New +$603 ﹤0.01% 646

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital A Wealth Management's CARR Position: Q2 2025 in Review

Capital A Wealth Management sold out of Carrier Global (CARR) in Q2 2025, closing a stake of 8 shares — an estimated $507 sold.

Capital A Wealth Management first reported a position in CARR in Q4 2024 and held it in 2 quarters. The position peaked at $546 in Q4 2024. 1,585 funds tracked by Wall St. Rank hold CARR as of Q2 2025.

  • Capital A Wealth Management reported no remaining Carrier Global position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 8 Carrier Global shares in Q2 2025, an estimated $507.
  • Capital A Wealth Management first reported a position in Carrier Global in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Carrier Global position peaked at $546 in Q4 2024.
  • 1,585 funds tracked by Wall St. Rank held Carrier Global as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.