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Stephens Consulting’s Carrier Global CARR Stock Holding History

Stephens Consulting’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
Q3 		– Sell
-14
Closed -$1.02K – 522
2025
Q2 		$1.02K Buy
+14
New +$950 ﹤0.01% 657

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 $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Stephens Consulting's CARR Position: Q3 2025 in Review

Stephens Consulting sold out of Carrier Global (CARR) in Q3 2025, closing a stake of 14 shares — an estimated $1.02K sold.

Stephens Consulting first reported a position in CARR in Q2 2025 and held it in 1 quarter. The position peaked at $1.02K in Q2 2025. 1,491 funds tracked by Wall St. Rank hold CARR as of Q3 2025.

  • Stephens Consulting reported no remaining Carrier Global position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 14 Carrier Global shares in Q3 2025, an estimated $1.02K.
  • Stephens Consulting first reported a position in Carrier Global in Q2 2025 and held it in 1 quarter.
  • Stephens Consulting's Carrier Global position peaked at $1.02K in Q2 2025.
  • 1,491 funds tracked by Wall St. Rank held Carrier Global as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.