Williams & Novak’s Carrier Global CARR Stock Holding History

Williams & Novak’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	–	Sell	-4,499	Closed	-$307K	–	131
2024 Q4	$307K	Buy	+4,499	New	+$339K	0.3%	79

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

Williams & Novak's CARR Position: Q1 2025 in Review

Williams & Novak sold out of Carrier Global (CARR) in Q1 2025, closing a stake of 4,499 shares — an estimated $307K sold.

Williams & Novak first reported a position in CARR in Q4 2024 and held it in 1 quarter. The position peaked at $307K in Q4 2024. 1,522 funds tracked by Wall St. Rank hold CARR as of Q1 2025.

Williams & Novak reported no remaining Carrier Global position as of Q1 2025 after selling out during the quarter.
Williams & Novak sold 4,499 Carrier Global shares in Q1 2025, an estimated $307K.
Williams & Novak first reported a position in Carrier Global in Q4 2024 and held it in 1 quarter.
Williams & Novak's Carrier Global position peaked at $307K in Q4 2024.
1,522 funds tracked by Wall St. Rank held Carrier Global as of Q1 2025.

Based on Williams & Novak's 13F filing for Q1 2025, filed 15 May 2025.