GPS Wealth Strategies Group’s Carrier Global CARR Stock Holding History

GPS Wealth Strategies Group’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	-912	Closed	-$54.5K	–	696
2025 Q3	$54.5K	Hold	912	–	–	0.01%	654
2025 Q2	$66.8K	Buy	912 +5	+0.6%	+$339	0.01%	576
2025 Q1	$57.5K	Buy	907 +1	+0.1%	+$66	0.01%	582
2024 Q4	$61.8K	Buy	906 +1	+0.1%	+$75	0.01%	534
2024 Q3	$72.9K	Buy	905 +100	+12%	+$6.96K	0.01%	513
2024 Q2	$50.8K	Buy	+805	New	+$49.4K	0.01%	532
2023 Q2	–	Sell	-233	Closed	-$10.6K	–	1250
2023 Q1	$10.6K	Buy	+233	New	+$10.4K	﹤0.01%	826
2022 Q4	–	Sell	-364	Closed	-$13K	–	254
2022 Q3	$13K	Buy	364 +2	+0.6%	+$79	﹤0.01%	703
2022 Q2	$13K	Buy	362 +229	+172%	+$8.99K	﹤0.01%	703
2022 Q1	$6K	Buy	133 +132	+13,200%	+$6.22K	﹤0.01%	812
2021 Q4	$0	Hold	1	–	–	﹤0.01%	1060
2021 Q3	$0	Hold	1	–	–	﹤0.01%	1022
2021 Q2	$0	Hold	1	–	–	﹤0.01%	1032
2021 Q1	$0	Buy	+1	New	+$39	﹤0.01%	929

Other funds holding CARR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

GPS Wealth Strategies Group's CARR Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Carrier Global (CARR) in Q4 2025, closing a stake of 912 shares — an estimated $54.5K sold.

GPS Wealth Strategies Group first reported a position in CARR in Q1 2021 and held it in 14 quarters. The position peaked at $72.9K in Q3 2024. 1,505 funds tracked by Wall St. Rank hold CARR as of Q4 2025.

GPS Wealth Strategies Group reported no remaining Carrier Global position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 912 Carrier Global shares in Q4 2025, an estimated $54.5K.
GPS Wealth Strategies Group first reported a position in Carrier Global in Q1 2021 and held it in 14 quarters.
GPS Wealth Strategies Group's Carrier Global position peaked at $72.9K in Q3 2024.
1,505 funds tracked by Wall St. Rank held Carrier Global as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.