Moss Adams Wealth Advisors’s Carrier Global CARR Stock Holding History

Moss Adams Wealth Advisors’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	-3,874	Closed	-$231K	–	267
2025 Q3	$231K	Sell	3,874 -131	-3%	-$8.9K	0.02%	222
2025 Q2	$293K	Sell	4,005 -278	-6%	-$18.9K	0.03%	193
2025 Q1	$272K	Buy	4,283 +113	+3%	+$7.51K	0.03%	170
2024 Q4	$286K	Buy	4,170 +81	+2%	+$6.11K	0.03%	153
2024 Q3	$329K	Buy	4,089 +659	+19%	+$45.9K	0.04%	134
2024 Q2	$217K	Buy	+3,430	New	+$211K	0.03%	161

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

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 International Investors Los Angeles, California $427B AUM 29.17% 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

Moss Adams Wealth Advisors's CARR Position: Q4 2025 in Review

Moss Adams Wealth Advisors sold out of Carrier Global (CARR) in Q4 2025, closing a stake of 3,874 shares — an estimated $231K sold.

Moss Adams Wealth Advisors first reported a position in CARR in Q2 2024 and held it in 6 quarters. The position peaked at $329K in Q3 2024. 1,506 funds tracked by Wall St. Rank hold CARR as of Q4 2025.

Moss Adams Wealth Advisors reported no remaining Carrier Global position as of Q4 2025 after selling out during the quarter.
Moss Adams Wealth Advisors sold 3,874 Carrier Global shares in Q4 2025, an estimated $231K.
Moss Adams Wealth Advisors first reported a position in Carrier Global in Q2 2024 and held it in 6 quarters.
Moss Adams Wealth Advisors's Carrier Global position peaked at $329K in Q3 2024.
1,506 funds tracked by Wall St. Rank held Carrier Global as of Q4 2025.

Based on Moss Adams Wealth Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.