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Legacy Advisors’s Carrier Global CARR Stock Holding History

Legacy 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
Q1 		$282K Buy
4,441
+165
+4% +$11K 0.03% 340
2024
Q4 		$292K Buy
4,276
+448
+12% +$33.8K 0.03% 314
2024
Q3 		$308K Buy
3,828
+230
+6% +$16K 0.03% 295
2024
Q2 		$227K Buy
+3,598
New +$221K 0.03% 295

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legacy Advisors's CARR Position: Q1 2025 in Review

Legacy Advisors increased its Carrier Global (CARR) stake by 3.9% in Q1 2025, buying an estimated $11K and bringing the position to 4,441 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #340.

Legacy Advisors first reported a position in CARR in Q2 2024 and has held it in 4 quarters since. The position peaked at $308K in Q3 2024. 1,526 funds tracked by Wall St. Rank hold CARR as of Q1 2025.

  • Legacy Advisors held 4,441 shares of Carrier Global worth $282K as of Q1 2025.
  • Legacy Advisors bought 165 Carrier Global shares in Q1 2025, an estimated $11K.
  • Carrier Global made up 0.03% of Legacy Advisors's portfolio in Q1 2025, its #340 holding.
  • Legacy Advisors first reported a position in Carrier Global in Q2 2024 and has held it in 4 quarters since.
  • Legacy Advisors's Carrier Global position peaked at $308K in Q3 2024.
  • 1,526 funds tracked by Wall St. Rank held Carrier Global as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.