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Sheaff Brock Investment Advisors’s Carrier Global CARR Stock Holding History

Sheaff Brock Investment 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 		$733K Hold
11,565
– – 0.07% 209
2024
Q4 		$789K Sell
11,565
-1,700
-13% -$128K 0.07% 193
2024
Q3 		$1.07M Buy
+13,265
New +$924K 0.09% 163
2024
Q2 		– Sell
-9,034
Closed -$525K – 463
2024
Q1 		$525K Buy
+9,034
New +$508K 0.03% 282

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sheaff Brock Investment Advisors's CARR Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its Carrier Global (CARR) position steady in Q1 2025 at 11,565 shares worth $733K. The position accounts for 0.07% of the portfolio, ranked #209.

Sheaff Brock Investment Advisors first reported a position in CARR in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.07M in Q3 2024. 1,523 funds tracked by Wall St. Rank hold CARR as of Q1 2025.

  • Sheaff Brock Investment Advisors held 11,565 shares of Carrier Global worth $733K as of Q1 2025.
  • Sheaff Brock Investment Advisors left its Carrier Global share count unchanged in Q1 2025.
  • Carrier Global made up 0.07% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #209 holding.
  • Sheaff Brock Investment Advisors first reported a position in Carrier Global in Q1 2024 and has held it in 4 quarters since.
  • Sheaff Brock Investment Advisors's Carrier Global position peaked at $1.07M in Q3 2024.
  • 1,523 funds tracked by Wall St. Rank held Carrier Global as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.