Global Financial Private Client’s Carrier Global CARR Stock Holding History

Global Financial Private Client’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	-319	Closed	-$20.2K	–	431
2025 Q1	$20.2K	Buy	319 +233	+271%	+$15.5K	0.01%	444
2024 Q4	$5.87K	Buy	86 +12	+16%	+$905	﹤0.01%	626
2024 Q3	$5.96K	Hold	74	–	–	﹤0.01%	621
2024 Q2	$4.67K	Hold	74	–	–	﹤0.01%	509
2024 Q1	$4.25K	Hold	74	–	–	﹤0.01%	529
2023 Q4	$4.25K	Hold	74	–	–	﹤0.01%	529
2023 Q3	$4.04K	Hold	74	–	–	﹤0.01%	518
2023 Q2	$3.7K	Hold	74	–	–	﹤0.01%	520
2023 Q1	$3.38K	Hold	74	–	–	﹤0.01%	537
2022 Q4	$3.05K	Hold	74	–	–	﹤0.01%	529
2022 Q3	$2.72K	Hold	74	–	–	﹤0.01%	510
2022 Q2	$2.66K	Hold	74	–	–	﹤0.01%	494
2022 Q1	$3.41K	Hold	74	–	–	﹤0.01%	490
2021 Q4	$4.01K	Hold	74	–	–	﹤0.01%	466
2021 Q3	$3.88K	Hold	74	–	–	﹤0.01%	409
2021 Q2	$3.61K	Hold	74	–	–	﹤0.01%	429
2021 Q1	$3.11K	Hold	74	–	–	﹤0.01%	392
2020 Q4	$2.79K	Hold	74	–	–	﹤0.01%	391
2020 Q3	$2.28K	Hold	74	–	–	﹤0.01%	395
2020 Q2	$1.67K	Buy	+74	New	+$1.38K	﹤0.01%	458

Other funds holding CARR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Global Financial Private Client's CARR Position: Q2 2025 in Review

Global Financial Private Client sold out of Carrier Global (CARR) in Q2 2025, closing a stake of 319 shares — an estimated $20.2K sold.

Global Financial Private Client first reported a position in CARR in Q2 2020 and held it in 20 quarters. The position peaked at $20.2K in Q1 2025. 1,585 funds tracked by Wall St. Rank hold CARR as of Q2 2025.

Global Financial Private Client reported no remaining Carrier Global position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 319 Carrier Global shares in Q2 2025, an estimated $20.2K.
Global Financial Private Client first reported a position in Carrier Global in Q2 2020 and held it in 20 quarters.
Global Financial Private Client's Carrier Global position peaked at $20.2K in Q1 2025.
1,585 funds tracked by Wall St. Rank held Carrier Global as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.