FORA Capital’s Carrier Global CARR Stock Holding History

FORA Capital’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 Q3	–	Sell	-15,267	Closed	-$1.12M	–	506
2025 Q2	$1.12M	Buy	+15,267	New	+$1.04M	0.12%	201
2025 Q1	–	Sell	-67,976	Closed	-$4.64M	–	513
2024 Q4	$4.64M	Buy	67,976 +43,537	+178%	+$3.28M	0.53%	59
2024 Q3	$1.97M	Sell	24,439 -17,835	-42%	-$1.24M	0.23%	130
2024 Q2	$2.67M	Buy	+42,274	New	+$2.6M	0.33%	105
2023 Q1	–	Sell	-18,898	Closed	-$780K	–	537
2022 Q4	$780K	Buy	+18,898	New	+$767K	0.13%	197
2021 Q4	–	Sell	-37,952	Closed	-$1.96M	–	325
2021 Q3	$1.96M	Sell	37,952 -15,113	-28%	-$813K	0.5%	57
2021 Q2	$2.58M	Buy	53,065 +39,375	+288%	+$1.76M	0.48%	43
2021 Q1	$578K	Sell	13,690 -30,934	-69%	-$1.2M	0.19%	133
2020 Q4	$1.68M	Buy	+44,624	New	+$1.62M	0.26%	91

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

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

FORA Capital's CARR Position: Q3 2025 in Review

FORA Capital sold out of Carrier Global (CARR) in Q3 2025, closing a stake of 15,267 shares — an estimated $1.12M sold.

FORA Capital first reported a position in CARR in Q4 2020 and held it in 9 quarters. The position peaked at $4.64M in Q4 2024. 1,490 funds tracked by Wall St. Rank hold CARR as of Q3 2025.

FORA Capital reported no remaining Carrier Global position as of Q3 2025 after selling out during the quarter.
FORA Capital sold 15,267 Carrier Global shares in Q3 2025, an estimated $1.12M.
FORA Capital first reported a position in Carrier Global in Q4 2020 and held it in 9 quarters.
FORA Capital's Carrier Global position peaked at $4.64M in Q4 2024.
1,490 funds tracked by Wall St. Rank held Carrier Global as of Q3 2025.

Based on FORA Capital's 13F filing for Q3 2025, filed 13 Nov 2025.