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GoalVest Advisory’s Carrier Global CARR Stock Holding History

GoalVest Advisory’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
-3
Closed -$190 – 382
2025
Q1 		$190 Buy
+3
New +$199 ﹤0.01% 458
2024
Q2 		– Sell
-183
Closed -$10.6K – 329
2024
Q1 		$10.6K Buy
+183
New +$10.3K ﹤0.01% 311
2022
Q2 		– Sell
-8
Closed – – 336
2022
Q1 		$0 Buy
+8
New +$377 ﹤0.01% 389
2021
Q1 		– Sell
-145
Closed -$5K – 178
2020
Q4 		$5K Buy
+145
New +$5.25K ﹤0.01% 182

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

GoalVest Advisory's CARR Position: Q2 2025 in Review

GoalVest Advisory sold out of Carrier Global (CARR) in Q2 2025, closing a stake of 3 shares — an estimated $190 sold.

GoalVest Advisory first reported a position in CARR in Q4 2020 and held it in 4 quarters. The position peaked at $10.6K in Q1 2024. 1,584 funds tracked by Wall St. Rank hold CARR as of Q2 2025.

  • GoalVest Advisory reported no remaining Carrier Global position as of Q2 2025 after selling out during the quarter.
  • GoalVest Advisory sold 3 Carrier Global shares in Q2 2025, an estimated $190.
  • GoalVest Advisory first reported a position in Carrier Global in Q4 2020 and held it in 4 quarters.
  • GoalVest Advisory's Carrier Global position peaked at $10.6K in Q1 2024.
  • 1,584 funds tracked by Wall St. Rank held Carrier Global as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.