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GLOBALT Investments’s Carrier Global CARR Stock Holding History

GLOBALT Investments’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
-15,958
Closed -$1.17M – 208
2025
Q2 		$1.17M Buy
15,958
+678
+4% +$46K 0.04% 141
2025
Q1 		$969K Sell
15,280
-1,227
-7% -$81.5K 0.04% 142
2024
Q4 		$1.13M Sell
16,507
-239
-1% -$18K 0.04% 139
2024
Q3 		$1.35M Buy
16,746
+2,351
+16% +$164K 0.05% 130
2024
Q2 		$908K Sell
14,395
-321
-2% -$19.7K 0.04% 149
2024
Q1 		$855K Sell
14,716
-242
-2% -$13.6K 0.03% 158
2023
Q4 		$859K Buy
+14,958
New +$791K 0.04% 153

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 $3.38T AUM 44.17% 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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

GLOBALT Investments's CARR Position: Q3 2025 in Review

GLOBALT Investments sold out of Carrier Global (CARR) in Q3 2025, closing a stake of 15,958 shares — an estimated $1.17M sold.

GLOBALT Investments first reported a position in CARR in Q4 2023 and held it in 7 quarters. The position peaked at $1.35M in Q3 2024. 1,491 funds tracked by Wall St. Rank hold CARR as of Q3 2025.

  • GLOBALT Investments reported no remaining Carrier Global position as of Q3 2025 after selling out during the quarter.
  • GLOBALT Investments sold 15,958 Carrier Global shares in Q3 2025, an estimated $1.17M.
  • GLOBALT Investments first reported a position in Carrier Global in Q4 2023 and held it in 7 quarters.
  • GLOBALT Investments's Carrier Global position peaked at $1.35M in Q3 2024.
  • 1,491 funds tracked by Wall St. Rank held Carrier Global as of Q3 2025.

Based on GLOBALT Investments's 13F filing for Q3 2025, filed 14 Oct 2025.