Northeast Financial Consultants’s Carrier Global CARR Stock Holding History

Northeast Financial Consultants’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	$313K	Buy	4,270 +469	+12%	+$31.8K	0.01%	245
2025 Q1	$241K	Hold	3,801	–	–	0.01%	258
2024 Q4	$259K	Hold	3,801	–	–	0.01%	251
2024 Q3	$306K	Hold	3,801	–	–	0.01%	233
2024 Q2	$240K	Hold	3,801	–	–	0.01%	251
2024 Q1	$221K	Hold	3,801	–	–	0.01%	265
2023 Q4	$218K	Hold	3,801	–	–	0.01%	261
2023 Q3	$210K	Buy	+3,801	New	+$209K	0.01%	259
2022 Q1	–	Sell	-3,901	Closed	-$212K	–	390
2021 Q4	$212K	Hold	3,901	–	–	0.01%	330
2021 Q3	$202K	Buy	+3,901	New	+$210K	0.01%	333

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

Northeast Financial Consultants's CARR Position: Q2 2025 in Review

Northeast Financial Consultants increased its Carrier Global (CARR) stake by 12% in Q2 2025, buying an estimated $31.8K and bringing the position to 4,270 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #245.

Northeast Financial Consultants first reported a position in CARR in Q3 2021 and has held it in 10 quarters since. 1,584 funds tracked by Wall St. Rank hold CARR as of Q2 2025.

Northeast Financial Consultants held 4,270 shares of Carrier Global worth $313K as of Q2 2025.
Northeast Financial Consultants bought 469 Carrier Global shares in Q2 2025, an estimated $31.8K.
Carrier Global made up 0.01% of Northeast Financial Consultants's portfolio in Q2 2025, its #245 holding.
Northeast Financial Consultants first reported a position in Carrier Global in Q3 2021 and has held it in 10 quarters since.
1,584 funds tracked by Wall St. Rank held Carrier Global as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.