PCWA
CARR icon

Pacific Capital Wealth Advisors’s Carrier Global CARR Stock Holding History

Pacific Capital Wealth 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
Q1 		– Sell
-778
Closed -$53.1K – 129
2024
Q4 		$53.1K Sell
778
-70
-8% -$5.28K 0.01% 143
2024
Q3 		$68.3K Buy
848
+70
+9% +$4.87K 0.01% 137
2024
Q2 		$49.1K Hold
778
– – 0.01% 150
2024
Q1 		$45.2K Hold
778
– – 0.01% 142
2023
Q4 		$44.7K Buy
+778
New +$41.2K 0.01% 140
2020
Q4 		– Sell
-778
Closed -$24K – 87
2020
Q3 		$24K Buy
+778
New +$22K 0.01% 138

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 $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pacific Capital Wealth Advisors's CARR Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Carrier Global (CARR) in Q1 2025, closing a stake of 778 shares — an estimated $53.1K sold.

Pacific Capital Wealth Advisors first reported a position in CARR in Q3 2020 and held it in 6 quarters. The position peaked at $68.3K in Q3 2024. 1,522 funds tracked by Wall St. Rank hold CARR as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Carrier Global position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 778 Carrier Global shares in Q1 2025, an estimated $53.1K.
  • Pacific Capital Wealth Advisors first reported a position in Carrier Global in Q3 2020 and held it in 6 quarters.
  • Pacific Capital Wealth Advisors's Carrier Global position peaked at $68.3K in Q3 2024.
  • 1,522 funds tracked by Wall St. Rank held Carrier Global as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.