PSFG
CARR icon

Park Square Financial Group’s Carrier Global CARR Stock Holding History

Park Square 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
Q4 		– Sell
-289
Closed -$17.3K – 250
2025
Q3 		$17.3K Sell
289
-406
-58% -$27.6K 0.07% 108
2025
Q2 		$50.9K Buy
695
+291
+72% +$19.7K 0.04% 302
2025
Q1 		$25.6K Hold
404
– – 0.02% 374
2024
Q4 		$27.6K Buy
+404
New +$30.5K 0.02% 364

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Park Square Financial Group's CARR Position: Q4 2025 in Review

Park Square Financial Group sold out of Carrier Global (CARR) in Q4 2025, closing a stake of 289 shares — an estimated $17.3K sold.

Park Square Financial Group first reported a position in CARR in Q4 2024 and held it in 4 quarters. The position peaked at $50.9K in Q2 2025. 1,505 funds tracked by Wall St. Rank hold CARR as of Q4 2025.

  • Park Square Financial Group reported no remaining Carrier Global position as of Q4 2025 after selling out during the quarter.
  • Park Square Financial Group sold 289 Carrier Global shares in Q4 2025, an estimated $17.3K.
  • Park Square Financial Group first reported a position in Carrier Global in Q4 2024 and held it in 4 quarters.
  • Park Square Financial Group's Carrier Global position peaked at $50.9K in Q2 2025.
  • 1,505 funds tracked by Wall St. Rank held Carrier Global as of Q4 2025.

Based on Park Square Financial Group's 13F filing for Q4 2025, filed 5 Feb 2026.