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FSA Wealth Management’s Carrier Global CARR Stock Holding History

FSA Wealth 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 		$31.5K Buy
528
+175
+50% +$11.9K 0.01% 200
2025
Q2 		$25.8K Sell
353
-82
-19% -$5.56K 0.01% 212
2025
Q1 		$27.6K Buy
435
+82
+23% +$5.45K 0.01% 196
2024
Q4 		$24.1K Hold
353
– – 0.01% 214
2024
Q3 		$28.4K Buy
+353
New +$24.6K 0.01% 204
2024
Q1 		$20.5K Hold
353
– – 0.01% 247
2023
Q4 		$20K Buy
+353
New +$18.7K 0.01% 226
2021
Q1 		– Sell
-418
Closed -$16K – 81
2020
Q4 		$16K Buy
+418
New +$15.1K 0.01% 225
2020
Q3 		– Sell
-616
Closed -$14K – 108
2020
Q2 		$14K Buy
+616
New +$11.4K 0.01% 228

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

FSA Wealth Management's CARR Position: Q3 2025 in Review

FSA Wealth Management increased its Carrier Global (CARR) stake by 50% in Q3 2025, buying an estimated $11.9K and bringing the position to 528 shares worth $31.5K. The position accounts for 0.01% of the portfolio, ranked #200.

FSA Wealth Management first reported a position in CARR in Q2 2020 and has held it in 9 quarters since. 1,487 funds tracked by Wall St. Rank hold CARR as of Q3 2025.

  • FSA Wealth Management held 528 shares of Carrier Global worth $31.5K as of Q3 2025.
  • FSA Wealth Management bought 175 Carrier Global shares in Q3 2025, an estimated $11.9K.
  • Carrier Global made up 0.01% of FSA Wealth Management's portfolio in Q3 2025, its #200 holding.
  • FSA Wealth Management first reported a position in Carrier Global in Q2 2020 and has held it in 9 quarters since.
  • 1,487 funds tracked by Wall St. Rank held Carrier Global as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.