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Financial Advocates Investment Management’s Carrier Global CARR Stock Holding History

Financial Advocates Investment 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 		– Sell
-23,551
Closed -$1.72M – 159
2025
Q2 		$1.72M Sell
23,551
-272
-1% -$18.5K 0.14% 146
2025
Q1 		$1.51M Sell
23,823
-3,040
-11% -$202K 0.11% 208
2024
Q4 		$1.83M Sell
26,863
-1,325
-5% -$99.9K 0.1% 193
2024
Q3 		$2.27M Sell
28,188
-187
-0.7% -$13K 0.13% 167
2024
Q2 		$1.79M Sell
28,375
-69
-0.2% -$4.24K 0.11% 182
2024
Q1 		$1.65M Sell
28,444
-507
-2% -$28.5K 0.1% 210
2023
Q4 		$1.66M Sell
28,951
-144
-0.5% -$7.62K 0.11% 199
2023
Q3 		$1.61M Buy
29,095
+16
+0.1% +$881 0.12% 193
2023
Q2 		$1.45M Sell
29,079
-46
-0.2% -$2.02K 0.1% 204
2023
Q1 		$1.33M Sell
29,125
-434
-1% -$19.4K 0.1% 231
2022
Q4 		$1.22M Sell
29,559
-261
-0.9% -$10.6K 0.09% 246
2022
Q3 		$1.05M Buy
29,820
+65
+0.2% +$2.56K 0.09% 244
2022
Q2 		$1.06M Sell
29,755
-550
-2% -$21.6K 0.09% 255
2022
Q1 		$1.39M Sell
30,305
-669
-2% -$31.5K 0.09% 240
2021
Q4 		$1.68M Sell
30,974
-102
-0.3% -$5.5K 0.11% 227
2021
Q3 		$1.61M Buy
31,076
+866
+3% +$46.6K 0.11% 225
2021
Q2 		$1.47M Sell
30,210
-4,364
-13% -$195K 0.1% 245
2021
Q1 		$1.46M Buy
34,574
+104
+0.3% +$4.04K 0.1% 231
2020
Q4 		$1.3M Sell
34,470
-555
-2% -$20.1K 0.09% 255
2020
Q3 		$1.07M Buy
35,025
+2,252
+7% +$63.7K 0.09% 233
2020
Q2 		$728K Buy
+32,773
New +$609K 0.07% 294

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 $3.37T AUM 44.26% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Financial Advocates Investment Management's CARR Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Carrier Global (CARR) in Q3 2025, closing a stake of 23,551 shares — an estimated $1.72M sold.

Financial Advocates Investment Management first reported a position in CARR in Q2 2020 and held it in 21 quarters. The position peaked at $2.27M in Q3 2024. 1,488 funds tracked by Wall St. Rank hold CARR as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Carrier Global position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 23,551 Carrier Global shares in Q3 2025, an estimated $1.72M.
  • Financial Advocates Investment Management first reported a position in Carrier Global in Q2 2020 and held it in 21 quarters.
  • Financial Advocates Investment Management's Carrier Global position peaked at $2.27M in Q3 2024.
  • 1,488 funds tracked by Wall St. Rank held Carrier Global as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.