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MorganRosel Wealth Management’s Carrier Global CARR Stock Holding History

MorganRosel 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
-90
Closed -$6.59K – 149
2025
Q2 		$6.59K Hold
90
– – ﹤0.01% 271
2025
Q1 		$5.71K Buy
+90
New +$5.98K ﹤0.01% 269

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 $3.38T AUM 44.17% 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

MorganRosel Wealth Management's CARR Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Carrier Global (CARR) in Q3 2025, closing a stake of 90 shares — an estimated $6.59K sold.

MorganRosel Wealth Management first reported a position in CARR in Q1 2025 and held it in 2 quarters. The position peaked at $6.59K in Q2 2025. 1,491 funds tracked by Wall St. Rank hold CARR as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Carrier Global position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 90 Carrier Global shares in Q3 2025, an estimated $6.59K.
  • MorganRosel Wealth Management first reported a position in Carrier Global in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Carrier Global position peaked at $6.59K in Q2 2025.
  • 1,491 funds tracked by Wall St. Rank held Carrier Global as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.