Richard W. Paul & Associates’s Carrier Global CARR Stock Holding History

Richard W. Paul & Associates’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	-159	Closed	-$10.9K	–	365
2024 Q4	$10.9K	Hold	159	–	–	﹤0.01%	301
2024 Q3	$12.8K	Hold	159	–	–	﹤0.01%	293
2024 Q2	$10K	Sell	159 -13	-8%	-$798	﹤0.01%	302
2024 Q1	$10K	Hold	172	–	–	﹤0.01%	316
2023 Q4	$9.88K	Hold	172	–	–	﹤0.01%	303
2023 Q3	$9.49K	Hold	172	–	–	﹤0.01%	292
2023 Q2	$8.55K	Hold	172	–	–	﹤0.01%	325
2023 Q1	$7.87K	Sell	172 -1	-0.6%	-$45	﹤0.01%	341
2022 Q4	$7.14K	Buy	+173	New	+$7.02K	﹤0.01%	345

Other funds holding CARR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Richard W. Paul & Associates's CARR Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of Carrier Global (CARR) in Q1 2025, closing a stake of 159 shares — an estimated $10.9K sold.

Richard W. Paul & Associates first reported a position in CARR in Q4 2022 and held it in 9 quarters. The position peaked at $12.8K in Q3 2024. 1,526 funds tracked by Wall St. Rank hold CARR as of Q1 2025.

Richard W. Paul & Associates reported no remaining Carrier Global position as of Q1 2025 after selling out during the quarter.
Richard W. Paul & Associates sold 159 Carrier Global shares in Q1 2025, an estimated $10.9K.
Richard W. Paul & Associates first reported a position in Carrier Global in Q4 2022 and held it in 9 quarters.
Richard W. Paul & Associates's Carrier Global position peaked at $12.8K in Q3 2024.
1,526 funds tracked by Wall St. Rank held Carrier Global as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.