SOA Wealth Advisors’s Carrier Global CARR Stock Holding History

SOA Wealth 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
2026 Q1	$35.8K	Hold	636	–	–	0.01%	423
2025 Q4	$33.6K	Hold	636	–	–	0.01%	433
2025 Q3	$38K	Hold	636	–	–	0.01%	417
2025 Q2	$46.5K	Hold	636	–	–	0.01%	378
2025 Q1	$40.3K	Hold	636	–	–	0.01%	372
2024 Q4	$43.4K	Hold	636	–	–	0.01%	348
2024 Q3	$51.2K	Hold	636	–	–	0.01%	318
2024 Q2	$40.1K	Hold	636	–	–	0.01%	338
2024 Q1	$37K	Hold	636	–	–	0.01%	344
2023 Q4	$36.5K	Hold	636	–	–	0.01%	336
2023 Q3	$35.1K	Hold	636	–	–	0.01%	330
2023 Q2	$31.6K	Hold	636	–	–	0.01%	347
2023 Q1	$29.1K	Buy	636 +220	+53%	+$9.85K	0.01%	360
2022 Q4	$17.2K	Hold	416	–	–	﹤0.01%	432
2022 Q3	$14K	Hold	416	–	–	﹤0.01%	451
2022 Q2	$14K	Sell	416 -290	-41%	-$11.4K	﹤0.01%	440
2022 Q1	$32K	Hold	706	–	–	0.01%	378
2021 Q4	$37K	Hold	706	–	–	0.01%	341
2021 Q3	$36K	Buy	706 +32	+5%	+$1.72K	0.01%	356
2021 Q2	$32K	Buy	674 +154	+30%	+$6.88K	0.01%	376
2021 Q1	$21K	Sell	520 -26	-5%	-$1.01K	0.01%	393
2020 Q4	$20K	Buy	+546	New	+$19.8K	0.01%	401

Other funds holding CARR

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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