McIlrath & Eck’s Carrier Global CARR Stock Holding History

McIlrath & Eck’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	-37	Closed	-$2.71K	–	947
2025 Q2	$2.71K	Buy	+37	New	+$2.51K	﹤0.01%	806
2025 Q1	–	Sell	-125	Closed	-$8.53K	–	939
2024 Q4	$8.53K	Buy	+125	New	+$9.43K	﹤0.01%	647
2024 Q2	–	Sell	-90	Closed	-$5.23K	–	955
2024 Q1	$5.23K	Hold	90	–	–	﹤0.01%	713
2023 Q4	$5.17K	Hold	90	–	–	﹤0.01%	662
2023 Q3	$4.97K	Hold	90	–	–	﹤0.01%	654
2023 Q2	$4.47K	Hold	90	–	–	﹤0.01%	693
2023 Q1	$4.12K	Sell	90 -45	-33%	-$2.01K	﹤0.01%	699
2022 Q4	$5.57K	Hold	135	–	–	﹤0.01%	623
2022 Q3	$5K	Hold	135	–	–	﹤0.01%	633
2022 Q2	$5K	Hold	135	–	–	﹤0.01%	607
2022 Q1	$6K	Hold	135	–	–	﹤0.01%	597
2021 Q4	$7K	Hold	135	–	–	﹤0.01%	582
2021 Q3	$7K	Hold	135	–	–	﹤0.01%	569
2021 Q2	$7K	Buy	135 +19	+16%	+$849	﹤0.01%	569
2021 Q1	$5K	Buy	116 +8	+7%	+$311	﹤0.01%	584
2020 Q4	$4K	Hold	108	–	–	﹤0.01%	554
2020 Q3	$3K	Hold	108	–	–	﹤0.01%	543
2020 Q2	$2K	Buy	+108	New	+$2.01K	﹤0.01%	583

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

McIlrath & Eck's CARR Position: Q3 2025 in Review

McIlrath & Eck sold out of Carrier Global (CARR) in Q3 2025, closing a stake of 37 shares — an estimated $2.71K sold.

McIlrath & Eck first reported a position in CARR in Q2 2020 and held it in 18 quarters. The position peaked at $8.53K in Q4 2024. 1,490 funds tracked by Wall St. Rank hold CARR as of Q3 2025.

McIlrath & Eck reported no remaining Carrier Global position as of Q3 2025 after selling out during the quarter.
McIlrath & Eck sold 37 Carrier Global shares in Q3 2025, an estimated $2.71K.
McIlrath & Eck first reported a position in Carrier Global in Q2 2020 and held it in 18 quarters.
McIlrath & Eck's Carrier Global position peaked at $8.53K in Q4 2024.
1,490 funds tracked by Wall St. Rank held Carrier Global as of Q3 2025.

Based on McIlrath & Eck's 13F filing for Q3 2025, filed 22 Oct 2025.