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Cascade Financial Partners’s Carrier Global CARR Stock Holding History

Cascade Financial Partners’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
-3,427
Closed -$205K – 273
2025
Q3 		$205K Buy
3,427
+480
+16% +$32.6K 0.02% 253
2025
Q2 		$216K Buy
+2,947
New +$200K 0.03% 243
2025
Q1 		– Sell
-3,297
Closed -$225K – 243
2024
Q4 		$225K Buy
3,297
+200
+6% +$15.1K 0.03% 227
2024
Q3 		$248K Sell
3,097
-228
-7% -$15.9K 0.03% 210
2024
Q2 		$210K Buy
+3,325
New +$204K 0.03% 224

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

Cascade Financial Partners's CARR Position: Q4 2025 in Review

Cascade Financial Partners sold out of Carrier Global (CARR) in Q4 2025, closing a stake of 3,427 shares — an estimated $205K sold.

Cascade Financial Partners first reported a position in CARR in Q2 2024 and held it in 5 quarters. The position peaked at $248K in Q3 2024. 1,512 funds tracked by Wall St. Rank hold CARR as of Q4 2025.

  • Cascade Financial Partners reported no remaining Carrier Global position as of Q4 2025 after selling out during the quarter.
  • Cascade Financial Partners sold 3,427 Carrier Global shares in Q4 2025, an estimated $205K.
  • Cascade Financial Partners first reported a position in Carrier Global in Q2 2024 and held it in 5 quarters.
  • Cascade Financial Partners's Carrier Global position peaked at $248K in Q3 2024.
  • 1,512 funds tracked by Wall St. Rank held Carrier Global as of Q4 2025.

Based on Cascade Financial Partners's 13F filing for Q4 2025, filed 6 Feb 2026.