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Gitterman Wealth Management’s Carrier Global CARR Stock Holding History

Gitterman 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 		– Sell
-4,703
Closed -$344K – 161
2025
Q2 		$344K Buy
4,703
+86
+2% +$5.83K 0.08% 71
2025
Q1 		$293K Buy
+4,617
New +$307K 0.08% 79

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

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

Gitterman Wealth Management sold out of Carrier Global (CARR) in Q3 2025, closing a stake of 4,703 shares — an estimated $344K sold.

Gitterman Wealth Management first reported a position in CARR in Q1 2025 and held it in 2 quarters. The position peaked at $344K in Q2 2025. 1,487 funds tracked by Wall St. Rank hold CARR as of Q3 2025.

  • Gitterman Wealth Management reported no remaining Carrier Global position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 4,703 Carrier Global shares in Q3 2025, an estimated $344K.
  • Gitterman Wealth Management first reported a position in Carrier Global in Q1 2025 and held it in 2 quarters.
  • Gitterman Wealth Management's Carrier Global position peaked at $344K in Q2 2025.
  • 1,487 funds tracked by Wall St. Rank held Carrier Global as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.