CWC
CARR icon

Carolinas Wealth Consulting’s Carrier Global CARR Stock Holding History

Carolinas Wealth Consulting’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
-4,572
Closed -$290K – 124
2025
Q1 		$290K Sell
4,572
-5
-0.1% -$332 0.06% 147
2024
Q4 		$313K Sell
4,577
-273
-6% -$20.6K 0.06% 145
2024
Q3 		$390K Buy
4,850
+1,007
+26% +$70.1K 0.07% 132
2024
Q2 		$242K Buy
3,843
+2,251
+141% +$138K 0.05% 161
2024
Q1 		$92.6K Sell
1,592
-3,529
-69% -$198K 0.02% 272
2023
Q4 		$99.8K Sell
5,121
-171
-3% -$9.05K 0.02% 231
2023
Q3 		$91.5K Buy
5,292
+29
+0.6% +$1.6K 0.02% 226
2023
Q2 		$93.9K Sell
5,263
-79
-1% -$3.48K 0.02% 267
2023
Q1 		$90.3K Hold
5,342
– – 0.02% 275
2022
Q4 		$81.7K Buy
5,342
+1
+0% +$41 0.02% 291
2022
Q3 		$71K Buy
5,341
+1
+0% +$39 0.02% 280
2022
Q2 		$71K Buy
5,340
+3,444
+182% +$135K 0.02% 288
2022
Q1 		$87K Buy
1,896
+1
+0.1% +$47 0.02% 271
2021
Q4 		$103K Buy
1,895
+50
+3% +$2.7K 0.02% 259
2021
Q3 		$95K Sell
1,845
-1,137
-38% -$61.2K 0.02% 250
2021
Q2 		$145K Sell
2,982
-729
-20% -$32.6K 0.03% 214
2021
Q1 		$157K Buy
3,711
+2
+0.1% +$78 0.04% 198
2020
Q4 		$140K Buy
3,709
+1,231
+50% +$44.6K 0.04% 191
2020
Q3 		$76K Buy
2,478
+1,556
+169% +$44K 0.03% 223
2020
Q2 		$21K Buy
+922
New +$17.1K 0.01% 283

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carolinas Wealth Consulting's CARR Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Carrier Global (CARR) in Q2 2025, closing a stake of 4,572 shares — an estimated $290K sold.

Carolinas Wealth Consulting first reported a position in CARR in Q2 2020 and held it in 20 quarters. The position peaked at $390K in Q3 2024. 1,584 funds tracked by Wall St. Rank hold CARR as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Carrier Global position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 4,572 Carrier Global shares in Q2 2025, an estimated $290K.
  • Carolinas Wealth Consulting first reported a position in Carrier Global in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Carrier Global position peaked at $390K in Q3 2024.
  • 1,584 funds tracked by Wall St. Rank held Carrier Global as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.