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Iron Horse Wealth Management’s Carrier Global CARR Stock Holding History

Iron Horse 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
Q2 		$4.39K Sell
60
-8
-12% -$543 ﹤0.01% 395
2025
Q1 		$4.31K Buy
68
+8
+13% +$532 ﹤0.01% 382
2024
Q4 		$4.1K Buy
60
+20
+50% +$1.51K ﹤0.01% 324
2024
Q3 		$3.22K Buy
40
+20
+100% +$1.39K ﹤0.01% 338
2024
Q2 		$1.26K Hold
20
– – ﹤0.01% 393
2024
Q1 		$1.16K Buy
+20
New +$1.12K ﹤0.01% 392

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

Iron Horse Wealth Management's CARR Position: Q2 2025 in Review

Iron Horse Wealth Management reduced its Carrier Global (CARR) stake by 12% in Q2 2025, selling an estimated $543 and leaving 60 shares worth $4.39K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Iron Horse Wealth Management first reported a position in CARR in Q1 2024 and has held it in 6 quarters since. 1,584 funds tracked by Wall St. Rank hold CARR as of Q2 2025.

  • Iron Horse Wealth Management held 60 shares of Carrier Global worth $4.39K as of Q2 2025.
  • Iron Horse Wealth Management sold 8 Carrier Global shares in Q2 2025, an estimated $543.
  • Carrier Global made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #395 holding.
  • Iron Horse Wealth Management first reported a position in Carrier Global in Q1 2024 and has held it in 6 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Carrier Global as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.