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Freedom Investment Management’s Carrier Global CARR Stock Holding History

Freedom Investment 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
Q3 		– Sell
-3,603
Closed -$264K – 241
2025
Q2 		$264K Buy
+3,603
New +$244K 0.02% 630
2024
Q2 		– Sell
-5,609
Closed -$326K – 788
2024
Q1 		$326K Sell
5,609
-1,832
-25% -$103K 0.03% 574
2023
Q4 		$428K Sell
7,441
-14,382
-66% -$761K 0.03% 476
2023
Q3 		$1.2M Sell
21,823
-27,773
-56% -$1.53M 0.15% 165
2023
Q2 		$2.47M Sell
49,596
-7,885
-14% -$347K 0.28% 73
2023
Q1 		$2.63M Sell
57,481
-8,561
-13% -$383K 0.3% 73
2022
Q4 		$2.72M Sell
66,042
-4,273
-6% -$173K 0.31% 74
2022
Q3 		$2.5M Buy
70,315
+4,314
+7% +$170K 0.29% 81
2022
Q2 		$2.35M Sell
66,001
-12,351
-16% -$485K 0.25% 98
2022
Q1 		$3.59M Buy
78,352
+26,166
+50% +$1.23M 0.32% 73
2021
Q4 		$2.83M Sell
52,186
-1,378
-3% -$74.4K 0.21% 122
2021
Q3 		$2.77M Sell
53,564
-6,691
-11% -$360K 0.21% 108
2021
Q2 		$2.93M Buy
60,255
+12,130
+25% +$542K 0.22% 106
2021
Q1 		$2.03M Buy
+48,125
New +$1.87M 0.16% 154

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 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

Freedom Investment Management's CARR Position: Q3 2025 in Review

Freedom Investment Management sold out of Carrier Global (CARR) in Q3 2025, closing a stake of 3,603 shares — an estimated $264K sold.

Freedom Investment Management first reported a position in CARR in Q1 2021 and held it in 14 quarters. The position peaked at $3.59M in Q1 2022. 1,487 funds tracked by Wall St. Rank hold CARR as of Q3 2025.

  • Freedom Investment Management reported no remaining Carrier Global position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 3,603 Carrier Global shares in Q3 2025, an estimated $264K.
  • Freedom Investment Management first reported a position in Carrier Global in Q1 2021 and held it in 14 quarters.
  • Freedom Investment Management's Carrier Global position peaked at $3.59M in Q1 2022.
  • 1,487 funds tracked by Wall St. Rank held Carrier Global as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.