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Castleview Partners’s Carrier Global CARR Stock Holding History

Castleview Partners’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
Q1 		– Sell
-371
Closed -$25.4K – 234
2024
Q4 		$25.4K Buy
371
+1
+0.3% +$75 0.01% 438
2024
Q3 		$29.8K Buy
370
+1
+0.3% +$70 0.02% 398
2024
Q2 		$23.3K Sell
369
-182
-33% -$11.2K 0.01% 420
2024
Q1 		$32K Buy
551
+2
+0.4% +$112 0.02% 406
2023
Q4 		$31.6K Buy
+549
New +$29.1K 0.02% 373

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 $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1.89T AUM 35.08% 1-Year Est. Return

Castleview Partners's CARR Position: Q1 2025 in Review

Castleview Partners sold out of Carrier Global (CARR) in Q1 2025, closing a stake of 371 shares — an estimated $25.4K sold.

Castleview Partners first reported a position in CARR in Q4 2023 and held it in 5 quarters. The position peaked at $32K in Q1 2024. 1,525 funds tracked by Wall St. Rank hold CARR as of Q1 2025.

  • Castleview Partners reported no remaining Carrier Global position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 371 Carrier Global shares in Q1 2025, an estimated $25.4K.
  • Castleview Partners first reported a position in Carrier Global in Q4 2023 and held it in 5 quarters.
  • Castleview Partners's Carrier Global position peaked at $32K in Q1 2024.
  • 1,525 funds tracked by Wall St. Rank held Carrier Global as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.