PAG
CARR icon

Paladin Advisory Group’s Carrier Global CARR Stock Holding History

Paladin Advisory 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
2026
Q1 		$66.7K Hold
1,184
– – 0.05% 137
2025
Q4 		$62.6K Hold
1,184
– – 0.05% 138
2025
Q3 		$70.7K Hold
1,184
– – 0.06% 125
2025
Q2 		$86.7K Hold
1,184
– – 0.07% 125
2025
Q1 		$75.1K Hold
1,184
– – 0.06% 129
2024
Q4 		$80.8K Hold
1,184
– – 0.06% 125
2024
Q3 		$95.3K Hold
1,184
– – 0.07% 116
2024
Q2 		$73.3K Hold
1,184
– – 0.06% 127
2024
Q1 		$68K Sell
1,184
-108
-8% -$6.07K 0.05% 127
2023
Q4 		$74.2K Sell
1,292
-1,002
-44% -$53K 0.06% 126
2023
Q3 		$127K Buy
2,294
+4
+0.2% +$220 0.11% 107
2023
Q2 		$114K Buy
2,290
+4
+0.2% +$176 0.09% 118
2023
Q1 		$105K Buy
+2,286
New +$102K 0.09% 124
2022
Q4 		– Hold
0
– – – 304
2022
Q3 		– Hold
0
– – – 309
2022
Q2 		– Sell
-2,183
Closed -$85.7K – 312
2022
Q1 		$100K Buy
+2,183
New +$103K 0.08% 130
2021
Q4 		– Hold
0
– – – 311

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State Street
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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