Essential Planning’s Carrier Global CARR Stock Holding History

Essential Planning’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	-10,465	Closed	-$790K	–	105
2024 Q4	$790K	Buy	+10,465	New	+$789K	0.01%	241

Other funds holding CARR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Essential Planning's CARR Position: Q1 2025 in Review

Essential Planning sold out of Carrier Global (CARR) in Q1 2025, closing a stake of 10,465 shares — an estimated $790K sold.

Essential Planning first reported a position in CARR in Q4 2024 and held it in 1 quarter. The position peaked at $790K in Q4 2024. 1,522 funds tracked by Wall St. Rank hold CARR as of Q1 2025.

Essential Planning reported no remaining Carrier Global position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 10,465 Carrier Global shares in Q1 2025, an estimated $790K.
Essential Planning first reported a position in Carrier Global in Q4 2024 and held it in 1 quarter.
Essential Planning's Carrier Global position peaked at $790K in Q4 2024.
1,522 funds tracked by Wall St. Rank held Carrier Global as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.