CIBC Private Wealth Group
CARR icon

CIBC Private Wealth Group’s Carrier Global CARR Stock Holding History

CIBC Private Wealth Group’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 		$5.04M Sell
95,289
-13,063
-12% -$726K 0.01% 431
2025
Q3 		$6.47M Buy
108,352
+333
+0.3% +$22.6K 0.01% 394
2025
Q2 		$7.91M Sell
108,019
-492
-0.5% -$33.4K 0.01% 368
2025
Q1 		$6.03M Sell
108,511
-1,246
-1% -$82.8K 0.01% 376
2024
Q4 		$7.51M Sell
109,757
-11,425
-9% -$862K 0.01% 364
2024
Q3 		$9.75M Buy
121,182
+7,092
+6% +$494K 0.02% 347
2024
Q2 		$7.2M Sell
114,090
-2,149
-2% -$132K 0.01% 357
2024
Q1 		$6.67M Sell
116,239
-5,950
-5% -$334K 0.01% 370
2023
Q4 		$7.02M Sell
122,189
-5,845
-5% -$309K 0.01% 351
2023
Q3 		$7.07M Sell
128,034
-21,018
-14% -$1.16M 0.02% 351
2023
Q2 		$7.41M Buy
149,052
+11,065
+8% +$487K 0.02% 357
2023
Q1 		$6.31M Sell
137,987
-800
-0.6% -$35.8K 0.01% 366
2022
Q4 		$2.59M Sell
138,787
-7,851
-5% -$319K 0.01% 388
2022
Q3 		$5.21M Sell
146,638
-170
-0.1% -$6.7K 0.01% 367
2022
Q2 		$5.24M Sell
146,808
-11,495
-7% -$451K 0.01% 368
2022
Q1 		$7.26M Buy
158,303
+3,383
+2% +$159K 0.02% 362
2021
Q4 		$8.4M Sell
154,920
-615
-0.4% -$33.2K 0.02% 346
2021
Q3 		$8.05M Sell
155,535
-1,219
-0.8% -$65.6K 0.02% 352
2021
Q2 		$7.62M Sell
156,754
-4,390
-3% -$196K 0.02% 362
2021
Q1 		$6.8M Sell
161,144
-14,567
-8% -$566K 0.02% 364
2020
Q4 		$6.63M Buy
175,711
+4,769
+3% +$173K 0.02% 363
2020
Q3 		$5.22M Sell
170,942
-62,390
-27% -$1.77M 0.02% 357
2020
Q2 		$5.19M Buy
+233,332
New +$4.34M 0.03% 298

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 $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

CIBC Private Wealth Group's CARR Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Carrier Global (CARR) stake by 12% in Q4 2025, selling an estimated $726K and leaving 95,289 shares worth $5.04M. The position accounts for 0.01% of the portfolio, ranked #431.

CIBC Private Wealth Group first reported a position in CARR in Q2 2020 and has held it in 23 quarters since. The position peaked at $9.75M in Q3 2024. 1,506 funds tracked by Wall St. Rank hold CARR as of Q4 2025.

  • CIBC Private Wealth Group held 95,289 shares of Carrier Global worth $5.04M as of Q4 2025.
  • CIBC Private Wealth Group sold 13,063 Carrier Global shares in Q4 2025, an estimated $726K.
  • Carrier Global made up 0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #431 holding.
  • CIBC Private Wealth Group first reported a position in Carrier Global in Q2 2020 and has held it in 23 quarters since.
  • CIBC Private Wealth Group's Carrier Global position peaked at $9.75M in Q3 2024.
  • 1,506 funds tracked by Wall St. Rank held Carrier Global as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.