FCI
CARR icon

Financial Counselors Inc’s Carrier Global CARR Stock Holding History

Financial Counselors Inc’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
Q2 		– Sell
-6,871
Closed -$436K – 86
2025
Q1 		$436K Sell
6,871
-1,769
-20% -$118K 0.01% 436
2024
Q4 		$590K Buy
8,640
+1,199
+16% +$90.4K 0.01% 390
2024
Q3 		$599K Sell
7,441
-99
-1% -$6.89K 0.01% 403
2024
Q2 		$476K Sell
7,540
-656
-8% -$40.3K 0.01% 414
2024
Q1 		$476K Buy
8,196
+409
+5% +$23K 0.01% 427
2023
Q4 		$447K Sell
7,787
-147
-2% -$7.78K 0.01% 425
2023
Q3 		$438K Sell
7,934
-281
-3% -$15.5K 0.01% 411
2023
Q2 		$408K Sell
8,215
-166
-2% -$7.3K 0.01% 389
2023
Q1 		$383K Sell
8,381
-189
-2% -$8.46K 0.01% 398
2022
Q4 		$354K Sell
8,570
-1,668
-16% -$67.7K 0.01% 411
2022
Q3 		$364K Sell
10,238
-4,014
-28% -$158K 0.01% 387
2022
Q2 		$508K Buy
14,252
+1,882
+15% +$73.9K 0.01% 351
2022
Q1 		$567K Sell
12,370
-718
-5% -$33.8K 0.01% 348
2021
Q4 		$710K Sell
13,088
-8,375
-39% -$452K 0.01% 334
2021
Q3 		$1.11M Buy
21,463
+56
+0.3% +$3.01K 0.02% 298
2021
Q2 		$1.04M Sell
21,407
-5,281
-20% -$236K 0.02% 301
2021
Q1 		$1.13M Buy
26,688
+5,540
+26% +$215K 0.03% 291
2020
Q4 		$798K Sell
21,148
-7,686
-27% -$278K 0.02% 321
2020
Q3 		$881K Sell
28,834
-34,697
-55% -$982K 0.03% 295
2020
Q2 		$1.41M Buy
+63,531
New +$1.18M 0.05% 268

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

Financial Counselors Inc's CARR Position: Q2 2025 in Review

Financial Counselors Inc sold out of Carrier Global (CARR) in Q2 2025, closing a stake of 6,871 shares — an estimated $436K sold.

Financial Counselors Inc first reported a position in CARR in Q2 2020 and held it in 20 quarters. The position peaked at $1.41M in Q2 2020. 1,584 funds tracked by Wall St. Rank hold CARR as of Q2 2025.

  • Financial Counselors Inc reported no remaining Carrier Global position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 6,871 Carrier Global shares in Q2 2025, an estimated $436K.
  • Financial Counselors Inc first reported a position in Carrier Global in Q2 2020 and held it in 20 quarters.
  • Financial Counselors Inc's Carrier Global position peaked at $1.41M in Q2 2020.
  • 1,584 funds tracked by Wall St. Rank held Carrier Global as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.