Fairfield Financial Advisors’s Carrier Global CARR Stock Holding History

Fairfield Financial Advisors’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	-129	Closed	-$8.81K	–	90
2024 Q4	$8.81K	Hold	129	–	–	﹤0.01%	208
2024 Q3	$10.4K	Buy	129 +1	+0.8%	+$70	﹤0.01%	222
2024 Q2	$8.1K	Buy	+128	New	+$7.86K	﹤0.01%	222
2023 Q4	$7.33K	Buy	128 +1	+0.8%	+$53	﹤0.01%	256
2023 Q3	$7.02K	Hold	127	–	–	﹤0.01%	245
2023 Q2	$6.3K	Buy	127 +1	+0.8%	+$44	﹤0.01%	267
2023 Q1	$5.69K	Hold	126	–	–	﹤0.01%	267
2022 Q4	$5.18K	Buy	126 +1	+0.8%	+$41	﹤0.01%	250
2022 Q3	$4.45K	Hold	125	–	–	﹤0.01%	261
2022 Q2	$4.45K	Buy	125 +1	+0.8%	+$39	﹤0.01%	248
2022 Q1	$5.7K	Buy	+124	New	+$5.84K	﹤0.01%	253

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fairfield Financial Advisors's CARR Position: Q1 2025 in Review

Fairfield Financial Advisors sold out of Carrier Global (CARR) in Q1 2025, closing a stake of 129 shares — an estimated $8.81K sold.

Fairfield Financial Advisors first reported a position in CARR in Q1 2022 and held it in 11 quarters. The position peaked at $10.4K in Q3 2024. 1,526 funds tracked by Wall St. Rank hold CARR as of Q1 2025.

Fairfield Financial Advisors reported no remaining Carrier Global position as of Q1 2025 after selling out during the quarter.
Fairfield Financial Advisors sold 129 Carrier Global shares in Q1 2025, an estimated $8.81K.
Fairfield Financial Advisors first reported a position in Carrier Global in Q1 2022 and held it in 11 quarters.
Fairfield Financial Advisors's Carrier Global position peaked at $10.4K in Q3 2024.
1,526 funds tracked by Wall St. Rank held Carrier Global as of Q1 2025.

Based on Fairfield Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.