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Grey Fox Wealth Advisors’s Carrier Global CARR Stock Holding History

Grey Fox Wealth Advisors’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
-385
Closed -$23K – 196
2025
Q3 		$23K Buy
+385
New +$26.2K ﹤0.01% 333

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

Grey Fox Wealth Advisors's CARR Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Carrier Global (CARR) in Q4 2025, closing a stake of 385 shares — an estimated $23K sold.

Grey Fox Wealth Advisors first reported a position in CARR in Q3 2025 and held it in 1 quarter. The position peaked at $23K in Q3 2025. 1,506 funds tracked by Wall St. Rank hold CARR as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Carrier Global position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 385 Carrier Global shares in Q4 2025, an estimated $23K.
  • Grey Fox Wealth Advisors first reported a position in Carrier Global in Q3 2025 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's Carrier Global position peaked at $23K in Q3 2025.
  • 1,506 funds tracked by Wall St. Rank held Carrier Global as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.