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Liberty Wealth Management’s Carrier Global CARR Stock Holding History

Liberty 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 		– Sell
-3,160
Closed -$231K – 249
2025
Q2 		$231K Buy
+3,160
New +$214K 0.04% 204
2025
Q1 		– Sell
-3,189
Closed -$218K – 162
2024
Q4 		$218K Buy
3,189
+5
+0.2% +$377 0.04% 192
2024
Q3 		$256K Buy
+3,184
New +$222K 0.04% 176
2023
Q3 		– Sell
-3,118
Closed -$201K – 176
2023
Q2 		$201K Buy
+3,118
New +$137K 0.05% 185
2021
Q4 		– Sell
-4,883
Closed -$258K – 298
2021
Q3 		$258K Buy
4,883
+1,684
+53% +$90.6K 0.09% 135
2021
Q2 		$155K Buy
3,199
+1,667
+109% +$74.5K 0.06% 158
2021
Q1 		$59K Hold
1,532
– – 0.03% 250
2020
Q4 		$59K Buy
1,532
+5
+0.3% +$181 0.03% 248
2020
Q3 		$47K Buy
1,527
+200
+15% +$5.66K 0.03% 239
2020
Q2 		$29K Buy
+1,327
New +$24.7K 0.02% 320

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 $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return