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Briaud Financial Planning’s Carrier Global CARR Stock Holding History

Briaud Financial Planning’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
-515
Closed -$37K – 70
2025
Q2 		$37K Hold
515
– – 0.01% 119
2025
Q1 		$32K Hold
515
– – 0.01% 102
2024
Q4 		$35K Hold
515
– – 0.01% 90
2024
Q3 		$41K Hold
515
– – 0.02% 70
2024
Q2 		$32K Buy
515
+100
+24% +$6.14K 0.02% 74
2024
Q1 		$25K Buy
+415
New +$23.3K 0.01% 79
2023
Q4 		– Sell
-415
Closed -$22K – 42
2023
Q3 		$22K Buy
+415
New +$22.8K 0.02% 83

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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 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

Briaud Financial Planning's CARR Position: Q3 2025 in Review

Briaud Financial Planning sold out of Carrier Global (CARR) in Q3 2025, closing a stake of 515 shares — an estimated $37K sold.

Briaud Financial Planning first reported a position in CARR in Q3 2023 and held it in 7 quarters. The position peaked at $41K in Q3 2024. 1,490 funds tracked by Wall St. Rank hold CARR as of Q3 2025.

  • Briaud Financial Planning reported no remaining Carrier Global position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 515 Carrier Global shares in Q3 2025, an estimated $37K.
  • Briaud Financial Planning first reported a position in Carrier Global in Q3 2023 and held it in 7 quarters.
  • Briaud Financial Planning's Carrier Global position peaked at $41K in Q3 2024.
  • 1,490 funds tracked by Wall St. Rank held Carrier Global as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.