1858 Wealth Management’s Carrier Global CARR Stock Holding History

1858 Wealth Management’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	-15,253	Closed	-$1.12M	–	115
2025 Q2	$1.12M	Buy	15,253 +11	+0.1%	+$746	0.82%	33
2025 Q1	$966K	Buy	15,242 +311	+2%	+$20.7K	0.82%	36
2024 Q4	$1.02M	Buy	14,931 +1,420	+11%	+$107K	0.81%	35
2024 Q3	$1.09M	Sell	13,511 -32	-0.2%	-$2.23K	0.89%	30
2024 Q2	$854K	Sell	13,543 -213	-2%	-$13.1K	0.71%	40
2024 Q1	$790K	Hold	13,756	–	–	0.75%	41
2023 Q4	$790K	Buy	+13,756	New	+$728K	0.75%	41

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

1858 Wealth Management's CARR Position: Q3 2025 in Review

1858 Wealth Management sold out of Carrier Global (CARR) in Q3 2025, closing a stake of 15,253 shares — an estimated $1.12M sold.

1858 Wealth Management first reported a position in CARR in Q4 2023 and held it in 7 quarters. The position peaked at $1.12M in Q2 2025. 1,488 funds tracked by Wall St. Rank hold CARR as of Q3 2025.

1858 Wealth Management reported no remaining Carrier Global position as of Q3 2025 after selling out during the quarter.
1858 Wealth Management sold 15,253 Carrier Global shares in Q3 2025, an estimated $1.12M.
1858 Wealth Management first reported a position in Carrier Global in Q4 2023 and held it in 7 quarters.
1858 Wealth Management's Carrier Global position peaked at $1.12M in Q2 2025.
1,488 funds tracked by Wall St. Rank held Carrier Global as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.