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Richards, Merrill & Peterson’s Carrier Global CARR Stock Holding History

Richards, Merrill & Peterson’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
Q2 		– Sell
-1,293
Closed -$82K – 234
2025
Q1 		$82K Sell
1,293
-100
-7% -$6.64K 0.04% 203
2024
Q4 		$95.1K Buy
+1,393
New +$105K 0.05% 190

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
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 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

Richards, Merrill & Peterson's CARR Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Carrier Global (CARR) in Q2 2025, closing a stake of 1,293 shares — an estimated $82K sold.

Richards, Merrill & Peterson first reported a position in CARR in Q4 2024 and held it in 2 quarters. The position peaked at $95.1K in Q4 2024. 1,584 funds tracked by Wall St. Rank hold CARR as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Carrier Global position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 1,293 Carrier Global shares in Q2 2025, an estimated $82K.
  • Richards, Merrill & Peterson first reported a position in Carrier Global in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Carrier Global position peaked at $95.1K in Q4 2024.
  • 1,584 funds tracked by Wall St. Rank held Carrier Global as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.