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Cumberland Partners’s Carrier Global CARR Stock Holding History

Cumberland 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
Q2 		– Sell
-22,095
Closed -$1.4M – 175
2025
Q1 		$1.4M Sell
22,095
-43,370
-66% -$2.88M 0.11% 116
2024
Q4 		$4.47M Sell
65,465
-18,260
-22% -$1.38M 0.31% 56
2024
Q3 		$6.74M Sell
83,725
-7,335
-8% -$511K 0.47% 47
2024
Q2 		$5.74M Sell
91,060
-13,080
-13% -$803K 0.42% 51
2024
Q1 		$6.05M Buy
104,140
+3,850
+4% +$216K 0.44% 46
2023
Q4 		$5.76M Buy
+100,290
New +$5.31M 0.53% 44

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cumberland Partners's CARR Position: Q2 2025 in Review

Cumberland Partners sold out of Carrier Global (CARR) in Q2 2025, closing a stake of 22,095 shares — an estimated $1.4M sold.

Cumberland Partners first reported a position in CARR in Q4 2023 and held it in 6 quarters. The position peaked at $6.74M in Q3 2024. 1,585 funds tracked by Wall St. Rank hold CARR as of Q2 2025.

  • Cumberland Partners reported no remaining Carrier Global position as of Q2 2025 after selling out during the quarter.
  • Cumberland Partners sold 22,095 Carrier Global shares in Q2 2025, an estimated $1.4M.
  • Cumberland Partners first reported a position in Carrier Global in Q4 2023 and held it in 6 quarters.
  • Cumberland Partners's Carrier Global position peaked at $6.74M in Q3 2024.
  • 1,585 funds tracked by Wall St. Rank held Carrier Global as of Q2 2025.

Based on Cumberland Partners's 13F filing for Q2 2025, filed 12 Aug 2025.