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Congress Wealth Management’s Carrier Global CARR Stock Holding History

Congress 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 		$1.1M Buy
15,078
+6,585
+78% +$447K 0.01% 679
2025
Q1 		$540K Buy
8,493
+2,215
+35% +$147K 0.01% 797
2024
Q4 		$429K Buy
6,278
+1,436
+30% +$108K 0.01% 675
2024
Q3 		$390K Sell
4,842
-183
-4% -$12.7K 0.01% 682
2024
Q2 		$317K Buy
5,025
+624
+14% +$38.3K 0.01% 602
2024
Q1 		$256K Sell
4,401
-1,236
-22% -$69.4K ﹤0.01% 531
2023
Q4 		$324K Buy
5,637
+60
+1% +$3.17K 0.01% 518
2023
Q3 		$308K Sell
5,577
-5
-0.1% -$275 0.01% 520
2023
Q2 		$278K Buy
5,582
+133
+2% +$5.85K 0.01% 493
2023
Q1 		$249K Sell
5,449
-98
-2% -$4.39K 0.01% 509
2022
Q4 		$229K Sell
5,547
-140
-2% -$5.68K 0.01% 519
2022
Q3 		$203K Sell
5,687
-535
-9% -$21.1K 0.01% 527
2022
Q2 		$222K Sell
6,222
-76
-1% -$2.98K 0.01% 519
2022
Q1 		$289K Sell
6,298
-649
-9% -$30.6K 0.01% 519
2021
Q4 		$377K Buy
+6,947
New +$375K 0.01% 498

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Congress Wealth Management's CARR Position: Q2 2025 in Review

Congress Wealth Management increased its Carrier Global (CARR) stake by 78% in Q2 2025, buying an estimated $447K and bringing the position to 15,078 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #679.

Congress Wealth Management first reported a position in CARR in Q4 2021 and has held it in 15 quarters since. 1,586 funds tracked by Wall St. Rank hold CARR as of Q2 2025.

  • Congress Wealth Management held 15,078 shares of Carrier Global worth $1.1M as of Q2 2025.
  • Congress Wealth Management bought 6,585 Carrier Global shares in Q2 2025, an estimated $447K.
  • Carrier Global made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #679 holding.
  • Congress Wealth Management first reported a position in Carrier Global in Q4 2021 and has held it in 15 quarters since.
  • 1,586 funds tracked by Wall St. Rank held Carrier Global as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.