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Financial Gravity Companies’s Carrier Global CARR Stock Holding History

Financial Gravity Companies’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 		$7.39K Buy
+101
New +$6.85K ﹤0.01% 628
2024
Q4 		$6.89K Hold
101
– – ﹤0.01% 636
2024
Q3 		$8.13K Buy
+101
New +$7.03K ﹤0.01% 384

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 Gravity Companies's CARR Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Carrier Global (CARR) in Q2 2025: 101 shares worth $7.39K. The stake represents ﹤0.01% of the portfolio and ranks #628 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in CARR as recently as Q4 2024.

Financial Gravity Companies first reported a position in CARR in Q3 2024 and has held it in 3 quarters since. The position peaked at $8.13K in Q3 2024. 1,584 funds tracked by Wall St. Rank hold CARR as of Q2 2025.

  • Financial Gravity Companies held 101 shares of Carrier Global worth $7.39K as of Q2 2025.
  • Carrier Global was a new Financial Gravity Companies position in Q2 2025.
  • Carrier Global made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #628 holding.
  • Financial Gravity Companies first reported a position in Carrier Global in Q3 2024 and has held it in 3 quarters since.
  • Financial Gravity Companies's Carrier Global position peaked at $8.13K in Q3 2024.
  • 1,584 funds tracked by Wall St. Rank held Carrier Global as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.