Morton Brown Family Wealth’s Carrier Global CARR Stock Holding History

Morton Brown Family Wealth’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	-247	Closed	-$18.1K	–	277
2025 Q2	$18.1K	Hold	247	–	–	0.01%	151
2025 Q1	$15.7K	Hold	247	–	–	0.01%	164
2024 Q4	$16.9K	Hold	247	–	–	0.01%	145
2024 Q3	$19.9K	Hold	247	–	–	0.01%	133
2024 Q2	$16.6K	Hold	247	–	–	0.01%	137
2024 Q1	$14.4K	Hold	247	–	–	0.01%	137
2023 Q4	$14.2K	Hold	247	–	–	0.01%	164
2023 Q3	$13.6K	Hold	247	–	–	0.01%	117
2023 Q2	$12.3K	Hold	247	–	–	0.01%	112
2023 Q1	$11.3K	Hold	247	–	–	0.01%	123
2022 Q4	$10.2K	Hold	247	–	–	0.01%	113
2022 Q3	$9K	Sell	247 -120	-33%	-$4.73K	0.01%	111
2022 Q2	$13K	Hold	367	–	–	0.01%	103
2022 Q1	$17K	Sell	367 -42	-10%	-$1.98K	0.01%	98
2021 Q4	$22K	Buy	+409	New	+$22.1K	0.02%	99

Other funds holding CARR

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morton Brown Family Wealth's CARR Position: Q3 2025 in Review

Morton Brown Family Wealth sold out of Carrier Global (CARR) in Q3 2025, closing a stake of 247 shares — an estimated $18.1K sold.

Morton Brown Family Wealth first reported a position in CARR in Q4 2021 and held it in 15 quarters. The position peaked at $22K in Q4 2021. 1,487 funds tracked by Wall St. Rank hold CARR as of Q3 2025.

Morton Brown Family Wealth reported no remaining Carrier Global position as of Q3 2025 after selling out during the quarter.
Morton Brown Family Wealth sold 247 Carrier Global shares in Q3 2025, an estimated $18.1K.
Morton Brown Family Wealth first reported a position in Carrier Global in Q4 2021 and held it in 15 quarters.
Morton Brown Family Wealth's Carrier Global position peaked at $22K in Q4 2021.
1,487 funds tracked by Wall St. Rank held Carrier Global as of Q3 2025.

Based on Morton Brown Family Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.