Cherry Tree Wealth Management’s Carrier Global CARR Stock Holding History

Cherry Tree 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 Q4	–	Sell	-896	Closed	-$53.5K	–	597
2025 Q3	$53.5K	Hold	896	–	–	0.01%	255
2025 Q2	$65.6K	Hold	896	–	–	0.02%	242
2025 Q1	$56.8K	Hold	896	–	–	0.01%	250
2024 Q4	$61.2K	Hold	896	–	–	0.02%	242
2024 Q3	$72.1K	Sell	896 -319	-26%	-$22.2K	0.02%	239
2024 Q2	$76.6K	Hold	1,215	–	–	0.02%	227
2024 Q1	$70.6K	Hold	1,215	–	–	0.02%	231
2023 Q4	$69.8K	Hold	1,215	–	–	0.02%	219
2023 Q3	$67.1K	Sell	1,215 -361	-23%	-$19.9K	0.02%	213
2023 Q2	$78.3K	Buy	+1,576	New	+$69.3K	0.02%	206

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

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

Cherry Tree Wealth Management's CARR Position: Q4 2025 in Review

Cherry Tree Wealth Management sold out of Carrier Global (CARR) in Q4 2025, closing a stake of 896 shares — an estimated $53.5K sold.

Cherry Tree Wealth Management first reported a position in CARR in Q2 2023 and held it in 10 quarters. The position peaked at $78.3K in Q2 2023. 1,509 funds tracked by Wall St. Rank hold CARR as of Q4 2025.

Cherry Tree Wealth Management reported no remaining Carrier Global position as of Q4 2025 after selling out during the quarter.
Cherry Tree Wealth Management sold 896 Carrier Global shares in Q4 2025, an estimated $53.5K.
Cherry Tree Wealth Management first reported a position in Carrier Global in Q2 2023 and held it in 10 quarters.
Cherry Tree Wealth Management's Carrier Global position peaked at $78.3K in Q2 2023.
1,509 funds tracked by Wall St. Rank held Carrier Global as of Q4 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.