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Nalls Sherbakoff Group’s Carrier Global CARR Stock Holding History

Nalls Sherbakoff Group’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 		$5.28K Sell
100
-600
-86% -$33.4K ﹤0.01% 364
2025
Q3 		$41.8K Sell
700
-200
-22% -$13.6K 0.03% 221
2025
Q2 		$65.9K Buy
900
+600
+200% +$40.7K 0.05% 174
2025
Q1 		$19K Buy
+300
New +$19.9K 0.02% 252
2023
Q4 		$17.2K Hold
300
– – 0.02% 241
2023
Q3 		$16.6K Hold
300
– – 0.02% 238
2023
Q2 		$12.3K Hold
300
– – 0.01% 256
2023
Q1 		$13.5K Buy
+300
New +$13.4K 0.01% 258

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 $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Nalls Sherbakoff Group's CARR Position: Q4 2025 in Review

Nalls Sherbakoff Group reduced its Carrier Global (CARR) stake by 86% in Q4 2025, selling an estimated $33.4K and leaving 100 shares worth $5.28K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Nalls Sherbakoff Group first reported a position in CARR in Q1 2023 and has held it in 8 quarters since. The position peaked at $65.9K in Q2 2025. 1,506 funds tracked by Wall St. Rank hold CARR as of Q4 2025.

  • Nalls Sherbakoff Group held 100 shares of Carrier Global worth $5.28K as of Q4 2025.
  • Nalls Sherbakoff Group sold 600 Carrier Global shares in Q4 2025, an estimated $33.4K.
  • Carrier Global made up ﹤0.01% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #364 holding.
  • Nalls Sherbakoff Group first reported a position in Carrier Global in Q1 2023 and has held it in 8 quarters since.
  • Nalls Sherbakoff Group's Carrier Global position peaked at $65.9K in Q2 2025.
  • 1,506 funds tracked by Wall St. Rank held Carrier Global as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.