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Moody Lynn & Lieberson’s Carrier Global CARR Stock Holding History

Moody Lynn & Lieberson’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
-3,661
Closed -$268K – 261
2025
Q2 		$268K Buy
3,661
+63
+2% +$4.28K 0.02% 223
2025
Q1 		$228K Hold
3,598
– – 0.01% 224
2024
Q4 		$246K Hold
3,598
– – 0.02% 218
2024
Q3 		$290K Hold
3,598
– – 0.02% 212
2024
Q2 		$227K Hold
3,598
– – 0.01% 221
2024
Q1 		$209K Hold
3,598
– – 0.01% 223
2023
Q4 		$207K Buy
+3,598
New +$190K 0.02% 224

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 $3.38T AUM 44.17% 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

Moody Lynn & Lieberson's CARR Position: Q3 2025 in Review

Moody Lynn & Lieberson sold out of Carrier Global (CARR) in Q3 2025, closing a stake of 3,661 shares — an estimated $268K sold.

Moody Lynn & Lieberson first reported a position in CARR in Q4 2023 and held it in 7 quarters. The position peaked at $290K in Q3 2024. 1,491 funds tracked by Wall St. Rank hold CARR as of Q3 2025.

  • Moody Lynn & Lieberson reported no remaining Carrier Global position as of Q3 2025 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 3,661 Carrier Global shares in Q3 2025, an estimated $268K.
  • Moody Lynn & Lieberson first reported a position in Carrier Global in Q4 2023 and held it in 7 quarters.
  • Moody Lynn & Lieberson's Carrier Global position peaked at $290K in Q3 2024.
  • 1,491 funds tracked by Wall St. Rank held Carrier Global as of Q3 2025.

Based on Moody Lynn & Lieberson's 13F filing for Q3 2025, filed 20 Oct 2025.