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Hemington Wealth Management’s Carrier Global CARR Stock Holding History

Hemington 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 		$48K Sell
819
-110
-12% -$7.47K 0.01% 370
2025
Q2 		$67K Buy
929
+68
+8% +$4.61K 0.01% 280
2025
Q1 		$54K Buy
861
+93
+12% +$6.18K 0.01% 303
2024
Q4 		$52K Buy
768
+51
+7% +$3.85K 0.01% 299
2024
Q3 		$52K Buy
+717
New +$49.9K 0.01% 277

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $3.37T AUM 44.26% 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

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

Hemington Wealth Management reduced its Carrier Global (CARR) stake by 12% in Q3 2025, selling an estimated $7.47K and leaving 819 shares worth $48K. The position accounts for 0.01% of the portfolio, ranked #370.

Hemington Wealth Management first reported a position in CARR in Q3 2024 and has held it in 5 quarters since. The position peaked at $67K in Q2 2025. 1,490 funds tracked by Wall St. Rank hold CARR as of Q3 2025.

  • Hemington Wealth Management held 819 shares of Carrier Global worth $48K as of Q3 2025.
  • Hemington Wealth Management sold 110 Carrier Global shares in Q3 2025, an estimated $7.47K.
  • Carrier Global made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #370 holding.
  • Hemington Wealth Management first reported a position in Carrier Global in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Carrier Global position peaked at $67K in Q2 2025.
  • 1,490 funds tracked by Wall St. Rank held Carrier Global as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.