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Evanson Asset Management’s Carrier Global CARR Stock Holding History

Evanson Asset 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
-3,392
Closed -$203K – 329
2025
Q3 		$203K Sell
3,392
-296
-8% -$20.1K 0.01% 316
2025
Q2 		$270K Hold
3,688
– – 0.02% 277
2025
Q1 		$234K Buy
+3,688
New +$245K 0.02% 277

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

Evanson Asset Management's CARR Position: Q4 2025 in Review

Evanson Asset Management sold out of Carrier Global (CARR) in Q4 2025, closing a stake of 3,392 shares — an estimated $203K sold.

Evanson Asset Management first reported a position in CARR in Q1 2025 and held it in 3 quarters. The position peaked at $270K in Q2 2025. 1,505 funds tracked by Wall St. Rank hold CARR as of Q4 2025.

  • Evanson Asset Management reported no remaining Carrier Global position as of Q4 2025 after selling out during the quarter.
  • Evanson Asset Management sold 3,392 Carrier Global shares in Q4 2025, an estimated $203K.
  • Evanson Asset Management first reported a position in Carrier Global in Q1 2025 and held it in 3 quarters.
  • Evanson Asset Management's Carrier Global position peaked at $270K in Q2 2025.
  • 1,505 funds tracked by Wall St. Rank held Carrier Global as of Q4 2025.

Based on Evanson Asset Management's 13F filing for Q4 2025, filed 12 Jan 2026.