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Stonebridge Financial Group (Pennsylvania)’s Carrier Global CARR Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
-119
Closed -$7.54K – 330
2025
Q1 		$7.54K Buy
119
+19
+19% +$1.26K ﹤0.01% 642
2024
Q4 		$6.83K Buy
+100
New +$7.54K ﹤0.01% 640

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

Stonebridge Financial Group (Pennsylvania)'s CARR Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Carrier Global (CARR) in Q2 2025, closing a stake of 119 shares — an estimated $7.54K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in CARR in Q4 2024 and held it in 2 quarters. The position peaked at $7.54K in Q1 2025. 1,584 funds tracked by Wall St. Rank hold CARR as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Carrier Global position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 119 Carrier Global shares in Q2 2025, an estimated $7.54K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Carrier Global in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Carrier Global position peaked at $7.54K in Q1 2025.
  • 1,584 funds tracked by Wall St. Rank held Carrier Global as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.