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Quantum Financial Advisors’s Carrier Global CARR Stock Holding History

Quantum Financial 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
-3,572
Closed -$244K – 177
2024
Q4 		$244K Sell
3,572
-133
-4% -$10K 0.04% 154
2024
Q3 		$298K Buy
+3,705
New +$258K 0.05% 127

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

Quantum Financial Advisors's CARR Position: Q1 2025 in Review

Quantum Financial Advisors sold out of Carrier Global (CARR) in Q1 2025, closing a stake of 3,572 shares — an estimated $244K sold.

Quantum Financial Advisors first reported a position in CARR in Q3 2024 and held it in 2 quarters. The position peaked at $298K in Q3 2024. 1,522 funds tracked by Wall St. Rank hold CARR as of Q1 2025.

  • Quantum Financial Advisors reported no remaining Carrier Global position as of Q1 2025 after selling out during the quarter.
  • Quantum Financial Advisors sold 3,572 Carrier Global shares in Q1 2025, an estimated $244K.
  • Quantum Financial Advisors first reported a position in Carrier Global in Q3 2024 and held it in 2 quarters.
  • Quantum Financial Advisors's Carrier Global position peaked at $298K in Q3 2024.
  • 1,522 funds tracked by Wall St. Rank held Carrier Global as of Q1 2025.

Based on Quantum Financial Advisors's 13F filing for Q1 2025, filed 9 Apr 2025.