Maia Wealth’s Carrier Global CARR Stock Holding History

Maia Wealth’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	–	Sell	-901	Closed	-$61.5K	–	301
2024 Q4	$61.5K	Hold	901	–	–	0.01%	300
2024 Q3	$72.5K	Buy	+901	New	+$62.7K	0.02%	262

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Maia Wealth's CARR Position: Q1 2025 in Review

Maia Wealth sold out of Carrier Global (CARR) in Q1 2025, closing a stake of 901 shares — an estimated $61.5K sold.

Maia Wealth first reported a position in CARR in Q3 2024 and held it in 2 quarters. The position peaked at $72.5K in Q3 2024. 1,525 funds tracked by Wall St. Rank hold CARR as of Q1 2025.

Maia Wealth reported no remaining Carrier Global position as of Q1 2025 after selling out during the quarter.
Maia Wealth sold 901 Carrier Global shares in Q1 2025, an estimated $61.5K.
Maia Wealth first reported a position in Carrier Global in Q3 2024 and held it in 2 quarters.
Maia Wealth's Carrier Global position peaked at $72.5K in Q3 2024.
1,525 funds tracked by Wall St. Rank held Carrier Global as of Q1 2025.

Based on Maia Wealth's 13F filing for Q1 2025, filed 12 May 2025.