Jacobs Levy Equity Management’s Carrier Global CARR Stock Holding History

Jacobs Levy Equity 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 Q4	–	Sell	-13,184	Closed	-$787K	–	937
2025 Q3	$787K	Sell	13,184 -159,883	-92%	-$10.9M	﹤0.01%	761
2025 Q2	$12.7M	Sell	173,067 -73,023	-30%	-$4.95M	0.05%	271
2025 Q1	$15.6M	Sell	246,090 -876,455	-78%	-$58.2M	0.06%	266
2024 Q4	$76.6M	Buy	1,122,545 +1,079,103	+2,484%	+$81.4M	0.27%	89
2024 Q3	$3.5M	Buy	+43,442	New	+$3.02M	0.01%	504
2021 Q4	–	Sell	-34,368	Closed	-$1.78M	–	979
2021 Q3	$1.78M	Buy	+34,368	New	+$1.85M	0.01%	632

Other funds holding CARR

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Jacobs Levy Equity Management's CARR Position: Q4 2025 in Review

Jacobs Levy Equity Management sold out of Carrier Global (CARR) in Q4 2025, closing a stake of 13,184 shares — an estimated $787K sold.

Jacobs Levy Equity Management first reported a position in CARR in Q3 2021 and held it in 6 quarters. The position peaked at $76.6M in Q4 2024. 1,512 funds tracked by Wall St. Rank hold CARR as of Q4 2025.

Jacobs Levy Equity Management reported no remaining Carrier Global position as of Q4 2025 after selling out during the quarter.
Jacobs Levy Equity Management sold 13,184 Carrier Global shares in Q4 2025, an estimated $787K.
Jacobs Levy Equity Management first reported a position in Carrier Global in Q3 2021 and held it in 6 quarters.
Jacobs Levy Equity Management's Carrier Global position peaked at $76.6M in Q4 2024.
1,512 funds tracked by Wall St. Rank held Carrier Global as of Q4 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2025, filed 13 Feb 2026.