Liberty Wealth Management’s Carrier Global CARR Stock Holding History

Liberty 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	–	Sell	-3,160	Closed	-$231K	–	249
2025 Q2	$231K	Buy	+3,160	New	+$214K	0.04%	204
2025 Q1	–	Sell	-3,189	Closed	-$218K	–	162
2024 Q4	$218K	Buy	3,189 +5	+0.2%	+$377	0.04%	192
2024 Q3	$256K	Buy	+3,184	New	+$222K	0.04%	176
2023 Q3	–	Sell	-3,118	Closed	-$201K	–	176
2023 Q2	$201K	Buy	+3,118	New	+$137K	0.05%	185
2021 Q4	–	Sell	-4,883	Closed	-$258K	–	298
2021 Q3	$258K	Buy	4,883 +1,684	+53%	+$90.6K	0.09%	135
2021 Q2	$155K	Buy	3,199 +1,667	+109%	+$74.5K	0.06%	158
2021 Q1	$59K	Hold	1,532	–	–	0.03%	250
2020 Q4	$59K	Buy	1,532 +5	+0.3%	+$181	0.03%	248
2020 Q3	$47K	Buy	1,527 +200	+15%	+$5.66K	0.03%	239
2020 Q2	$29K	Buy	+1,327	New	+$24.7K	0.02%	320

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

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

Liberty Wealth Management's CARR Position: Q3 2025 in Review

Liberty Wealth Management sold out of Carrier Global (CARR) in Q3 2025, closing a stake of 3,160 shares — an estimated $231K sold.

Liberty Wealth Management first reported a position in CARR in Q2 2020 and held it in 10 quarters. The position peaked at $258K in Q3 2021. 1,491 funds tracked by Wall St. Rank hold CARR as of Q3 2025.

Liberty Wealth Management reported no remaining Carrier Global position as of Q3 2025 after selling out during the quarter.
Liberty Wealth Management sold 3,160 Carrier Global shares in Q3 2025, an estimated $231K.
Liberty Wealth Management first reported a position in Carrier Global in Q2 2020 and held it in 10 quarters.
Liberty Wealth Management's Carrier Global position peaked at $258K in Q3 2021.
1,491 funds tracked by Wall St. Rank held Carrier Global as of Q3 2025.

Based on Liberty Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.