CarsonAllaria Wealth Management’s Carrier Global CARR Stock Holding History

CarsonAllaria 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 Q3	–	Sell	-830	Closed	-$60.8K	–	113
2025 Q2	$60.8K	Sell	830 -4	-0.5%	-$271	0.03%	125
2025 Q1	$52.9K	Hold	834	–	–	0.03%	129
2024 Q4	$57K	Hold	834	–	–	0.03%	127
2024 Q3	$67.1K	Hold	834	–	–	0.04%	117
2024 Q2	$52.6K	Buy	834 +1	+0.1%	+$61	0.03%	123
2024 Q1	$48.5K	Hold	833	–	–	0.03%	129
2023 Q4	$47.9K	Hold	833	–	–	0.03%	116
2023 Q3	$46K	Hold	833	–	–	0.04%	114
2023 Q2	$41.4K	Buy	833 +1	+0.1%	+$44	0.03%	117
2023 Q1	$38.1K	Hold	832	–	–	0.03%	120
2022 Q4	$34K	Hold	832	–	–	0.03%	122
2022 Q3	$30K	Buy	832 +1	+0.1%	+$39	0.03%	124
2022 Q2	$30K	Sell	831 -1	-0.1%	-$39	0.03%	127
2022 Q1	$38K	Buy	832 +1	+0.1%	+$47	0.03%	120
2021 Q4	$45K	Buy	+831	New	+$44.8K	0.04%	122

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 $3.38T AUM 44.17% 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

CarsonAllaria Wealth Management's CARR Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Carrier Global (CARR) in Q3 2025, closing a stake of 830 shares — an estimated $60.8K sold.

CarsonAllaria Wealth Management first reported a position in CARR in Q4 2021 and held it in 15 quarters. The position peaked at $67.1K in Q3 2024. 1,491 funds tracked by Wall St. Rank hold CARR as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining Carrier Global position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 830 Carrier Global shares in Q3 2025, an estimated $60.8K.
CarsonAllaria Wealth Management first reported a position in Carrier Global in Q4 2021 and held it in 15 quarters.
CarsonAllaria Wealth Management's Carrier Global position peaked at $67.1K in Q3 2024.
1,491 funds tracked by Wall St. Rank held Carrier Global as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.