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Hopwood Financial Services’s Carrier Global CARR Stock Holding History

Hopwood Financial Services’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
-1,540
Closed -$91.9K – 114
2025
Q3 		$91.9K Hold
1,540
– – 0.06% 123
2025
Q2 		$113K Hold
1,540
– – 0.09% 106
2025
Q1 		$97.6K Sell
1,540
-88
-5% -$5.85K 0.08% 113
2024
Q4 		$111K Buy
+1,628
New +$123K 0.08% 104

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

Hopwood Financial Services's CARR Position: Q4 2025 in Review

Hopwood Financial Services sold out of Carrier Global (CARR) in Q4 2025, closing a stake of 1,540 shares — an estimated $91.9K sold.

Hopwood Financial Services first reported a position in CARR in Q4 2024 and held it in 4 quarters. The position peaked at $113K in Q2 2025. 1,512 funds tracked by Wall St. Rank hold CARR as of Q4 2025.

  • Hopwood Financial Services reported no remaining Carrier Global position as of Q4 2025 after selling out during the quarter.
  • Hopwood Financial Services sold 1,540 Carrier Global shares in Q4 2025, an estimated $91.9K.
  • Hopwood Financial Services first reported a position in Carrier Global in Q4 2024 and held it in 4 quarters.
  • Hopwood Financial Services's Carrier Global position peaked at $113K in Q2 2025.
  • 1,512 funds tracked by Wall St. Rank held Carrier Global as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.