Guardian Wealth Management (Illinois)’s Carrier Global CARR Stock Holding History

Guardian Wealth Management (Illinois)’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 Q1	–	Sell	-25	Closed	-$1.72K	–	231
2024 Q4	$1.72K	Hold	25	–	–	﹤0.01%	215
2024 Q3	$2.01K	Hold	25	–	–	﹤0.01%	219
2024 Q2	$1.58K	Hold	25	–	–	﹤0.01%	224
2024 Q1	$1.45K	Hold	25	–	–	﹤0.01%	217
2023 Q4	$1.43K	Hold	25	–	–	﹤0.01%	225
2023 Q3	$1.37K	Hold	25	–	–	﹤0.01%	206
2023 Q2	$1.23K	Hold	25	–	–	﹤0.01%	209
2023 Q1	$1.13K	Hold	25	–	–	﹤0.01%	223
2022 Q4	$1.01K	Buy	25 +1	+4%	+$41	﹤0.01%	229
2022 Q3	$1K	Hold	24	–	–	﹤0.01%	216
2022 Q2	$1K	Hold	24	–	–	﹤0.01%	204
2022 Q1	$1K	Hold	24	–	–	﹤0.01%	211
2021 Q4	$1K	Buy	+24	New	+$1.29K	﹤0.01%	210

Other funds holding CARR

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s CARR Position: Q1 2025 in Review

Guardian Wealth Management (Illinois) sold out of Carrier Global (CARR) in Q1 2025, closing a stake of 25 shares — an estimated $1.72K sold.

Guardian Wealth Management (Illinois) first reported a position in CARR in Q4 2021 and held it in 13 quarters. The position peaked at $2.01K in Q3 2024. 1,522 funds tracked by Wall St. Rank hold CARR as of Q1 2025.

Guardian Wealth Management (Illinois) reported no remaining Carrier Global position as of Q1 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 25 Carrier Global shares in Q1 2025, an estimated $1.72K.
Guardian Wealth Management (Illinois) first reported a position in Carrier Global in Q4 2021 and held it in 13 quarters.
Guardian Wealth Management (Illinois)'s Carrier Global position peaked at $2.01K in Q3 2024.
1,522 funds tracked by Wall St. Rank held Carrier Global as of Q1 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q1 2025, filed 6 May 2025.