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Laird Norton Wetherby Wealth Management’s Carrier Global CARR Stock Holding History

Laird Norton Wetherby Wealth 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
Q3 		$1.23M Sell
20,587
-401
-2% -$27.2K 0.05% 330
2025
Q2 		$1.54M Buy
+20,988
New +$1.42M 0.07% 265
2024
Q4 		$1.39M Sell
20,358
-1,185
-6% -$89.4K 0.07% 263
2024
Q3 		$1.73M Buy
21,543
+220
+1% +$15.3K 0.08% 242
2024
Q2 		$1.35M Sell
21,323
-816
-4% -$50.1K 0.06% 283
2024
Q1 		$1.29M Sell
22,139
-278
-1% -$15.6K 0.06% 302
2023
Q4 		$1.29M Buy
22,417
+898
+4% +$47.5K 0.07% 296
2023
Q3 		$1.19M Buy
21,519
+147
+0.7% +$8.09K 0.07% 298
2023
Q2 		$1.06M Sell
21,372
-249
-1% -$11K 0.06% 323
2023
Q1 		$989K Buy
21,621
+2,075
+11% +$92.9K 0.06% 341
2022
Q4 		$806K Buy
19,546
+840
+4% +$34.1K 0.05% 369
2022
Q3 		$665K Buy
18,706
+2,887
+18% +$114K 0.05% 393
2022
Q2 		$564K Buy
15,819
+2,625
+20% +$103K 0.04% 464
2022
Q1 		$605K Buy
13,194
+406
+3% +$19.1K 0.03% 454
2021
Q4 		$694K Buy
12,788
+495
+4% +$26.7K 0.04% 409
2021
Q3 		$636K Sell
12,293
-143
-1% -$7.7K 0.04% 430
2021
Q2 		$604K Buy
12,436
+836
+7% +$37.4K 0.04% 444
2021
Q1 		$490K Sell
11,600
-748
-6% -$29.1K 0.04% 440
2020
Q4 		$466K Buy
12,348
+771
+7% +$27.9K 0.03% 484
2020
Q3 		$353K Buy
11,577
+857
+8% +$24.2K 0.03% 476
2020
Q2 		$238K Buy
+10,720
New +$199K 0.02% 589

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 $3.37T AUM 44.26% 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

Laird Norton Wetherby Wealth Management's CARR Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management reduced its Carrier Global (CARR) stake by 1.9% in Q3 2025, selling an estimated $27.2K and leaving 20,587 shares worth $1.23M. The position accounts for 0.05% of the portfolio, ranked #330.

Laird Norton Wetherby Wealth Management first reported a position in CARR in Q2 2020 and has held it in 21 quarters since. The position peaked at $1.73M in Q3 2024. 1,490 funds tracked by Wall St. Rank hold CARR as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 20,587 shares of Carrier Global worth $1.23M as of Q3 2025.
  • Laird Norton Wetherby Wealth Management sold 401 Carrier Global shares in Q3 2025, an estimated $27.2K.
  • Carrier Global made up 0.05% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #330 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Carrier Global in Q2 2020 and has held it in 21 quarters since.
  • Laird Norton Wetherby Wealth Management's Carrier Global position peaked at $1.73M in Q3 2024.
  • 1,490 funds tracked by Wall St. Rank held Carrier Global as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.