PAS
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Parsonex Advisory Services’s Carrier Global CARR Stock Holding History

Parsonex Advisory Services’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 		– Sell
-4,138
Closed -$219K – 64
2025
Q4 		$219K Sell
4,138
-506
-11% -$28.1K 0.14% 96
2025
Q3 		$277K Buy
4,644
+15
+0.3% +$1.02K 0.19% 85
2025
Q2 		$339K Buy
+4,629
New +$314K 0.28% 69

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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

Parsonex Advisory Services's CARR Position: Q1 2026 in Review

Parsonex Advisory Services sold out of Carrier Global (CARR) in Q1 2026, closing a stake of 4,138 shares — an estimated $219K sold.

Parsonex Advisory Services first reported a position in CARR in Q2 2025 and held it in 3 quarters. The position peaked at $339K in Q2 2025. 1,494 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Parsonex Advisory Services reported no remaining Carrier Global position as of Q1 2026 after selling out during the quarter.
  • Parsonex Advisory Services sold 4,138 Carrier Global shares in Q1 2026, an estimated $219K.
  • Parsonex Advisory Services first reported a position in Carrier Global in Q2 2025 and held it in 3 quarters.
  • Parsonex Advisory Services's Carrier Global position peaked at $339K in Q2 2025.
  • 1,494 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Parsonex Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.