Cambridge Advisors’s Carrier Global CARR Stock Holding History

Cambridge 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	-4,380	Closed	-$261K	–	178
2025 Q3	$261K	Sell	4,380 -206	-4%	-$14K	0.05%	156
2025 Q2	$336K	Sell	4,586 -500	-10%	-$33.9K	0.07%	137
2025 Q1	$322K	Hold	5,086	–	–	0.07%	135
2024 Q4	$347K	Sell	5,086 -165	-3%	-$12.4K	0.08%	130
2024 Q3	$423K	Hold	5,251	–	–	0.09%	127
2024 Q2	$331K	Sell	5,251 -50	-0.9%	-$3.07K	0.08%	133
2024 Q1	$308K	Hold	5,301	–	–	0.07%	141
2023 Q4	$305K	Hold	5,301	–	–	0.08%	138
2023 Q3	$293K	Hold	5,301	–	–	0.08%	140
2023 Q2	$264K	Sell	5,301 -700	-12%	-$30.8K	0.07%	145
2023 Q1	$275K	Hold	6,001	–	–	0.07%	155
2022 Q4	$248K	Hold	6,001	–	–	0.07%	163
2022 Q3	$213K	Hold	6,001	–	–	0.06%	164
2022 Q2	$214K	Sell	6,001 -74	-1%	-$2.9K	0.06%	166
2022 Q1	$279K	Sell	6,075 -74	-1%	-$3.48K	0.07%	154
2021 Q4	$334K	Sell	6,149 -152	-2%	-$8.2K	0.08%	149
2021 Q3	$326K	Hold	6,301	–	–	0.08%	149
2021 Q2	$306K	Sell	6,301 -100	-2%	-$4.47K	0.07%	146
2021 Q1	$270K	Hold	6,401	–	–	0.07%	148
2020 Q4	$241K	Buy	+6,401	New	+$232K	0.06%	145

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

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 International Investors Los Angeles, California $427B AUM 29.17% 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

Cambridge Advisors's CARR Position: Q4 2025 in Review

Cambridge Advisors sold out of Carrier Global (CARR) in Q4 2025, closing a stake of 4,380 shares — an estimated $261K sold.

Cambridge Advisors first reported a position in CARR in Q4 2020 and held it in 20 quarters. The position peaked at $423K in Q3 2024. 1,505 funds tracked by Wall St. Rank hold CARR as of Q4 2025.

Cambridge Advisors reported no remaining Carrier Global position as of Q4 2025 after selling out during the quarter.
Cambridge Advisors sold 4,380 Carrier Global shares in Q4 2025, an estimated $261K.
Cambridge Advisors first reported a position in Carrier Global in Q4 2020 and held it in 20 quarters.
Cambridge Advisors's Carrier Global position peaked at $423K in Q3 2024.
1,505 funds tracked by Wall St. Rank held Carrier Global as of Q4 2025.

Based on Cambridge Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.