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Elevate Wealth Advisory’s Carrier Global CARR Stock Holding History

Elevate Wealth Advisory’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
-3,042
Closed -$223K – 123
2025
Q2 		$223K Buy
+3,042
New +$206K 0.16% 70
2025
Q1 		– Sell
-3,014
Closed -$206K – 133
2024
Q4 		$206K Buy
3,014
+4
+0.1% +$302 0.15% 67
2024
Q3 		$242K Buy
+3,010
New +$210K 0.18% 62

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Elevate Wealth Advisory's CARR Position: Q3 2025 in Review

Elevate Wealth Advisory sold out of Carrier Global (CARR) in Q3 2025, closing a stake of 3,042 shares — an estimated $223K sold.

Elevate Wealth Advisory first reported a position in CARR in Q3 2024 and held it in 3 quarters. The position peaked at $242K in Q3 2024. 1,487 funds tracked by Wall St. Rank hold CARR as of Q3 2025.

  • Elevate Wealth Advisory reported no remaining Carrier Global position as of Q3 2025 after selling out during the quarter.
  • Elevate Wealth Advisory sold 3,042 Carrier Global shares in Q3 2025, an estimated $223K.
  • Elevate Wealth Advisory first reported a position in Carrier Global in Q3 2024 and held it in 3 quarters.
  • Elevate Wealth Advisory's Carrier Global position peaked at $242K in Q3 2024.
  • 1,487 funds tracked by Wall St. Rank held Carrier Global as of Q3 2025.

Based on Elevate Wealth Advisory's 13F filing for Q3 2025, filed 24 Oct 2025.