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FSC Wealth Advisors’s Carrier Global CARR Stock Holding History

FSC Wealth 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
Q2 		– Sell
-288
Closed -$18.3K – 100
2025
Q1 		$18.3K Hold
288
– – 0.01% 174
2024
Q4 		$19.7K Hold
288
– – 0.01% 168
2024
Q3 		$23.2K Hold
288
– – 0.02% 150
2024
Q2 		$18.2K Hold
288
– – 0.01% 162
2024
Q1 		$16.7K Hold
288
– – 0.01% 167
2023
Q4 		$16.5K Hold
288
– – 0.01% 165
2023
Q3 		$15.9K Hold
288
– – 0.02% 140
2023
Q2 		$14.3K Hold
288
– – 0.01% 127
2023
Q1 		$13.2K Buy
+288
New +$12.9K 0.02% 102

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 $3.38T AUM 44.17% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FSC Wealth Advisors's CARR Position: Q2 2025 in Review

FSC Wealth Advisors sold out of Carrier Global (CARR) in Q2 2025, closing a stake of 288 shares — an estimated $18.3K sold.

FSC Wealth Advisors first reported a position in CARR in Q1 2023 and held it in 9 quarters. The position peaked at $23.2K in Q3 2024. 1,586 funds tracked by Wall St. Rank hold CARR as of Q2 2025.

  • FSC Wealth Advisors reported no remaining Carrier Global position as of Q2 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 288 Carrier Global shares in Q2 2025, an estimated $18.3K.
  • FSC Wealth Advisors first reported a position in Carrier Global in Q1 2023 and held it in 9 quarters.
  • FSC Wealth Advisors's Carrier Global position peaked at $23.2K in Q3 2024.
  • 1,586 funds tracked by Wall St. Rank held Carrier Global as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.