Atticus Wealth Management’s Carrier Global CARR Stock Holding History

Atticus 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	-66	Closed	-$4.83K	–	266
2025 Q2	$4.83K	Hold	66	–	–	﹤0.01%	524
2025 Q1	$4.18K	Hold	66	–	–	﹤0.01%	421
2024 Q4	$4.51K	Hold	66	–	–	﹤0.01%	436
2024 Q3	$5.31K	Sell	66 -4	-6%	-$279	﹤0.01%	429
2024 Q2	$4.42K	Hold	70	–	–	﹤0.01%	431
2024 Q1	$4.07K	Hold	70	–	–	﹤0.01%	454
2023 Q4	$4.02K	Hold	70	–	–	﹤0.01%	457
2023 Q3	$3.86K	Hold	70	–	–	﹤0.01%	465
2023 Q2	$3.48K	Hold	70	–	–	﹤0.01%	465
2023 Q1	$3.2K	Hold	70	–	–	﹤0.01%	454
2022 Q4	$2.89K	Hold	70	–	–	﹤0.01%	443
2022 Q3	$2K	Hold	70	–	–	﹤0.01%	491
2022 Q2	$2K	Hold	70	–	–	﹤0.01%	524
2022 Q1	$3K	Hold	70	–	–	﹤0.01%	491
2021 Q4	$4K	Buy	+70	New	+$3.78K	﹤0.01%	395

Other funds holding CARR

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Atticus Wealth Management sold out of Carrier Global (CARR) in Q3 2025, closing a stake of 66 shares — an estimated $4.83K sold.

Atticus Wealth Management first reported a position in CARR in Q4 2021 and held it in 15 quarters. The position peaked at $5.31K in Q3 2024. 1,490 funds tracked by Wall St. Rank hold CARR as of Q3 2025.

Atticus Wealth Management reported no remaining Carrier Global position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 66 Carrier Global shares in Q3 2025, an estimated $4.83K.
Atticus Wealth Management first reported a position in Carrier Global in Q4 2021 and held it in 15 quarters.
Atticus Wealth Management's Carrier Global position peaked at $5.31K in Q3 2024.
1,490 funds tracked by Wall St. Rank held Carrier Global as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.