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Menard Financial Group’s Carrier Global CARR Stock Holding History

Menard Financial Group’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
-3,799
Closed -$278K – 87
2025
Q2 		$278K Buy
+3,799
New +$258K 0.17% 84
2022
Q1 		– Sell
-5,117
Closed -$278K – 130
2021
Q4 		$278K Buy
+5,117
New +$276K 0.23% 117

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 $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Menard Financial Group's CARR Position: Q3 2025 in Review

Menard Financial Group sold out of Carrier Global (CARR) in Q3 2025, closing a stake of 3,799 shares — an estimated $278K sold.

Menard Financial Group first reported a position in CARR in Q4 2021 and held it in 2 quarters. The position peaked at $278K in Q2 2025. 1,490 funds tracked by Wall St. Rank hold CARR as of Q3 2025.

  • Menard Financial Group reported no remaining Carrier Global position as of Q3 2025 after selling out during the quarter.
  • Menard Financial Group sold 3,799 Carrier Global shares in Q3 2025, an estimated $278K.
  • Menard Financial Group first reported a position in Carrier Global in Q4 2021 and held it in 2 quarters.
  • Menard Financial Group's Carrier Global position peaked at $278K in Q2 2025.
  • 1,490 funds tracked by Wall St. Rank held Carrier Global as of Q3 2025.

Based on Menard Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.