McClarren Financial Advisors’s Carrier Global CARR Stock Holding History

McClarren 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 Q2	–	Sell	-436	Closed	-$27K	–	117
2025 Q1	$27K	Hold	436	–	–	0.02%	174
2024 Q4	$29K	Hold	436	–	–	0.08%	109
2024 Q3	$35	Buy	436 +310	+246%	+$21.6K	﹤0.01%	135
2024 Q2	$27K	Sell	126 -310	-71%	-$19K	0.02%	188
2024 Q1	$26K	Buy	436 +1	+0.2%	+$56	0.02%	188
2023 Q4	$25K	Buy	435 +202	+87%	+$10.7K	0.02%	209
2023 Q3	$12K	Hold	233	–	–	0.01%	247
2023 Q2	$11K	Sell	233 -7	-3%	-$308	0.01%	252
2023 Q1	$10K	Buy	240 +1	+0.4%	+$45	0.01%	239
2022 Q4	$9K	Buy	239 +1	+0.4%	+$41	0.01%	249
2022 Q3	$8K	Buy	+238	New	+$9.37K	0.01%	238
2022 Q2	–	Sell	-315	Closed	-$14K	–	61
2022 Q1	$14K	Hold	315	–	–	0.01%	192
2021 Q4	$18K	Buy	315 +1	+0.3%	+$54	0.01%	197
2021 Q3	$16K	Buy	314 +1	+0.3%	+$54	0.01%	180
2021 Q2	$15K	Hold	313	–	–	0.01%	195
2021 Q1	$13K	Buy	+313	New	+$12.2K	0.01%	182

Other funds holding CARR

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

McClarren Financial Advisors's CARR Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Carrier Global (CARR) in Q2 2025, closing a stake of 436 shares — an estimated $27K sold.

McClarren Financial Advisors first reported a position in CARR in Q1 2021 and held it in 16 quarters. The position peaked at $29K in Q4 2024. 1,584 funds tracked by Wall St. Rank hold CARR as of Q2 2025.

McClarren Financial Advisors reported no remaining Carrier Global position as of Q2 2025 after selling out during the quarter.
McClarren Financial Advisors sold 436 Carrier Global shares in Q2 2025, an estimated $27K.
McClarren Financial Advisors first reported a position in Carrier Global in Q1 2021 and held it in 16 quarters.
McClarren Financial Advisors's Carrier Global position peaked at $29K in Q4 2024.
1,584 funds tracked by Wall St. Rank held Carrier Global as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.