US Financial Advisors’s Carrier Global CARR Stock Holding History

US Financial 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	$265K	Hold	4,183	–	–	0.08%	87
2024 Q4	$286K	Hold	4,183	–	–	0.09%	71
2024 Q3	$337K	Sell	4,183 -45	-1%	-$3.13K	0.1%	65
2024 Q2	$267K	Hold	4,228	–	–	0.09%	75
2024 Q1	$246K	Hold	4,228	–	–	0.09%	70
2023 Q4	$243K	Hold	4,228	–	–	0.09%	68
2023 Q3	$233K	Hold	4,228	–	–	0.1%	66
2023 Q2	$210K	Buy	+4,228	New	+$186K	0.09%	68
2022 Q1	–	Sell	-4,228	Closed	-$229K	–	75
2021 Q4	$229K	Hold	4,228	–	–	0.1%	66
2021 Q3	$219K	Hold	4,228	–	–	0.11%	61
2021 Q2	$205K	Buy	+4,228	New	+$189K	0.1%	75

Other funds holding CARR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Financial Advisors's CARR Position: Q1 2025 in Review

US Financial Advisors held its Carrier Global (CARR) position steady in Q1 2025 at 4,183 shares worth $265K. The position accounts for 0.08% of the portfolio, ranked #87.

US Financial Advisors first reported a position in CARR in Q2 2021 and has held it in 11 quarters since. The position peaked at $337K in Q3 2024. 1,523 funds tracked by Wall St. Rank hold CARR as of Q1 2025.

US Financial Advisors held 4,183 shares of Carrier Global worth $265K as of Q1 2025.
US Financial Advisors left its Carrier Global share count unchanged in Q1 2025.
Carrier Global made up 0.08% of US Financial Advisors's portfolio in Q1 2025, its #87 holding.
US Financial Advisors first reported a position in Carrier Global in Q2 2021 and has held it in 11 quarters since.
US Financial Advisors's Carrier Global position peaked at $337K in Q3 2024.
1,523 funds tracked by Wall St. Rank held Carrier Global as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.