Creekmur Asset Management’s Carrier Global CARR Stock Holding History

Creekmur Asset 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	$35.2K	Buy	589 +2	+0.3%	+$136	0.01%	377
2025 Q2	$43K	Buy	587 +2	+0.3%	+$136	0.01%	360
2025 Q1	$37.1K	Sell	585 -13	-2%	-$864	0.01%	344
2024 Q4	$40.8K	Buy	598 +1	+0.2%	+$75	0.01%	261
2024 Q3	$48K	Sell	597 -124	-17%	-$8.63K	0.01%	246
2024 Q2	$45.5K	Buy	721 +9	+1%	+$553	0.01%	274
2024 Q1	$41.4K	Buy	712 +11	+2%	+$618	0.01%	274
2023 Q4	$40.3K	Buy	+701	New	+$37.1K	0.01%	330

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

Creekmur Asset Management's CARR Position: Q3 2025 in Review

Creekmur Asset Management increased its Carrier Global (CARR) stake by 0.34% in Q3 2025, buying an estimated $136 and bringing the position to 589 shares worth $35.2K. The position accounts for 0.01% of the portfolio, ranked #377.

Creekmur Asset Management first reported a position in CARR in Q4 2023 and has held it in 8 quarters since. The position peaked at $48K in Q3 2024. 1,491 funds tracked by Wall St. Rank hold CARR as of Q3 2025.

Creekmur Asset Management held 589 shares of Carrier Global worth $35.2K as of Q3 2025.
Creekmur Asset Management bought 2 Carrier Global shares in Q3 2025, an estimated $136.
Carrier Global made up 0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #377 holding.
Creekmur Asset Management first reported a position in Carrier Global in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's Carrier Global position peaked at $48K in Q3 2024.
1,491 funds tracked by Wall St. Rank held Carrier Global as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.