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Heartwood Wealth Advisors’s Carrier Global CARR Stock Holding History

Heartwood 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
Q4 		– Sell
-577
Closed -$34.4K – 266
2025
Q3 		$34.4K Buy
+577
New +$39.2K ﹤0.01% 324

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
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 International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Heartwood Wealth Advisors's CARR Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Carrier Global (CARR) in Q4 2025, closing a stake of 577 shares — an estimated $34.4K sold.

Heartwood Wealth Advisors first reported a position in CARR in Q3 2025 and held it in 1 quarter. The position peaked at $34.4K in Q3 2025. 1,512 funds tracked by Wall St. Rank hold CARR as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Carrier Global position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 577 Carrier Global shares in Q4 2025, an estimated $34.4K.
  • Heartwood Wealth Advisors first reported a position in Carrier Global in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Carrier Global position peaked at $34.4K in Q3 2025.
  • 1,512 funds tracked by Wall St. Rank held Carrier Global as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.