Meridian Investment Counsel’s Carrier Global CARR Stock Holding History

Meridian Investment Counsel’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	-3,634	Closed	-$217K	–	240
2025 Q3	$217K	Hold	3,634	–	–	0.05%	222
2025 Q2	$266K	Sell	3,634 -200	-5%	-$13.6K	0.07%	200
2025 Q1	$243K	Sell	3,834 -908	-19%	-$60.3K	0.07%	198
2024 Q4	$324K	Hold	4,742	–	–	0.1%	170
2024 Q3	$382K	Sell	4,742 -675	-12%	-$47K	0.12%	154
2024 Q2	$342K	Hold	5,417	–	–	0.11%	164
2024 Q1	$315K	Sell	5,417 -333	-6%	-$18.7K	0.1%	171
2023 Q4	$330K	Sell	5,750 -1,450	-20%	-$76.7K	0.11%	166
2023 Q3	$397K	Sell	7,200 -183	-2%	-$10.1K	0.15%	142
2023 Q2	$367K	Hold	7,383	–	–	0.13%	155
2023 Q1	$338K	Sell	7,383 -212	-3%	-$9.49K	0.13%	157
2022 Q4	$313K	Hold	7,595	–	–	0.13%	160
2022 Q3	$270K	Sell	7,595 -23	-0.3%	-$906	0.12%	162
2022 Q2	$272K	Hold	7,618	–	–	0.11%	167
2022 Q1	$349K	Hold	7,618	–	–	0.12%	159
2021 Q4	$413K	Buy	7,618 +1,025	+16%	+$55.3K	0.14%	150
2021 Q3	$341K	Hold	6,593	–	–	0.12%	154
2021 Q2	$320K	Hold	6,593	–	–	0.11%	159
2021 Q1	$278K	Hold	6,593	–	–	0.11%	159
2020 Q4	$249K	Sell	6,593 -170	-3%	-$6.15K	0.11%	160
2020 Q3	$207K	Buy	+6,763	New	+$191K	0.1%	160

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 $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $182B AUM 14.68% 1-Year Est. Return

Meridian Investment Counsel's CARR Position: Q4 2025 in Review

Meridian Investment Counsel sold out of Carrier Global (CARR) in Q4 2025, closing a stake of 3,634 shares — an estimated $217K sold.

Meridian Investment Counsel first reported a position in CARR in Q3 2020 and held it in 21 quarters. The position peaked at $413K in Q4 2021. 1,507 funds tracked by Wall St. Rank hold CARR as of Q4 2025.

Meridian Investment Counsel reported no remaining Carrier Global position as of Q4 2025 after selling out during the quarter.
Meridian Investment Counsel sold 3,634 Carrier Global shares in Q4 2025, an estimated $217K.
Meridian Investment Counsel first reported a position in Carrier Global in Q3 2020 and held it in 21 quarters.
Meridian Investment Counsel's Carrier Global position peaked at $413K in Q4 2021.
1,507 funds tracked by Wall St. Rank held Carrier Global as of Q4 2025.

Based on Meridian Investment Counsel's 13F filing for Q4 2025, filed 20 Jan 2026.