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AA Financial Advisors’s Carrier Global CARR Stock Holding History

AA 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
Q4 		– Sell
-4,188
Closed -$250K – 214
2025
Q3 		$250K Sell
4,188
-175
-4% -$11.9K 0.05% 171
2025
Q2 		$319K Buy
4,363
+606
+16% +$41.1K 0.07% 144
2025
Q1 		$238K Sell
3,757
-1,990
-35% -$132K 0.06% 157
2024
Q4 		$392K Sell
5,747
-453
-7% -$34.2K 0.1% 116
2024
Q3 		$499K Buy
6,200
+1,128
+22% +$78.5K 0.14% 103
2024
Q2 		$320K Buy
5,072
+247
+5% +$15.2K 0.11% 126
2024
Q1 		$280K Buy
+4,825
New +$271K 0.11% 131

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
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 $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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

AA Financial Advisors's CARR Position: Q4 2025 in Review

AA Financial Advisors sold out of Carrier Global (CARR) in Q4 2025, closing a stake of 4,188 shares — an estimated $250K sold.

AA Financial Advisors first reported a position in CARR in Q1 2024 and held it in 7 quarters. The position peaked at $499K in Q3 2024. 1,512 funds tracked by Wall St. Rank hold CARR as of Q4 2025.

  • AA Financial Advisors reported no remaining Carrier Global position as of Q4 2025 after selling out during the quarter.
  • AA Financial Advisors sold 4,188 Carrier Global shares in Q4 2025, an estimated $250K.
  • AA Financial Advisors first reported a position in Carrier Global in Q1 2024 and held it in 7 quarters.
  • AA Financial Advisors's Carrier Global position peaked at $499K in Q3 2024.
  • 1,512 funds tracked by Wall St. Rank held Carrier Global as of Q4 2025.

Based on AA Financial Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.