Legend Financial Advisors’s Carrier Global CARR Stock Holding History

Legend Financial 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 Q3	–	Sell	-250	Closed	-$18.3K	–	53
2025 Q2	$18.3K	Buy	+250	New	+$17K	0.01%	90
2025 Q1	–	Sell	-500	Closed	-$34.1K	–	65
2024 Q4	$34.1K	Hold	500	–	–	0.02%	62
2024 Q3	$40.2K	Hold	500	–	–	0.03%	52
2024 Q2	$31.5K	Hold	500	–	–	0.02%	77
2024 Q1	$29.1K	Hold	500	–	–	0.02%	74
2023 Q4	$28.7K	Hold	500	–	–	0.02%	72
2023 Q3	$27.6K	Hold	500	–	–	0.02%	84
2023 Q2	$24.9K	Hold	500	–	–	0.02%	89
2023 Q1	$22.9K	Sell	500 -69	-12%	-$3.09K	0.02%	95
2022 Q4	$23.5K	Hold	569	–	–	0.02%	105
2022 Q3	$20.2K	Buy	+569	New	+$22.4K	0.02%	100
2022 Q2	–	Sell	-19,809	Closed	-$1.02M	–	35
2022 Q1	$1.02M	Buy	19,809 +469	+2%	+$22.1K	0.65%	19
2021 Q4	$1.05M	Sell	19,340 -469	-2%	-$25.3K	0.73%	22
2021 Q3	$1.02M	Buy	+19,809	New	+$1.07M	0.65%	19

Other funds holding CARR

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Legend Financial Advisors's CARR Position: Q3 2025 in Review

Legend Financial Advisors sold out of Carrier Global (CARR) in Q3 2025, closing a stake of 250 shares — an estimated $18.3K sold.

Legend Financial Advisors first reported a position in CARR in Q3 2021 and held it in 14 quarters. The position peaked at $1.05M in Q4 2021. 1,490 funds tracked by Wall St. Rank hold CARR as of Q3 2025.

Legend Financial Advisors reported no remaining Carrier Global position as of Q3 2025 after selling out during the quarter.
Legend Financial Advisors sold 250 Carrier Global shares in Q3 2025, an estimated $18.3K.
Legend Financial Advisors first reported a position in Carrier Global in Q3 2021 and held it in 14 quarters.
Legend Financial Advisors's Carrier Global position peaked at $1.05M in Q4 2021.
1,490 funds tracked by Wall St. Rank held Carrier Global as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.