Newman Dignan & Sheerar Inc’s Carrier Global CARR Stock Holding History

Newman Dignan & Sheerar Inc’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	-4,680	Closed	-$279K	–	189
2025 Q3	$279K	Hold	4,680	–	–	0.06%	157
2025 Q2	$343K	Hold	4,680	–	–	0.08%	146
2025 Q1	$297K	Hold	4,680	–	–	0.08%	138
2024 Q4	$319K	Hold	4,680	–	–	0.08%	138
2024 Q3	$354K	Hold	4,680	–	–	0.08%	136
2024 Q2	$295K	Sell	4,680 -14	-0.3%	-$860	0.08%	144
2024 Q1	$273K	Hold	4,694	–	–	0.07%	152
2023 Q4	$270K	Sell	4,694 -2	-0%	-$106	0.08%	144
2023 Q3	$259K	Hold	4,696	–	–	0.09%	142
2023 Q2	$233K	Buy	4,696 +1	+0%	+$44	0.07%	172
2023 Q1	$215K	Buy	+4,695	New	+$210K	0.07%	177
2022 Q2	–	Sell	-4,695	Closed	-$215	–	183
2022 Q1	$215	Sell	4,695 -48	-1%	-$2.26K	0.04%	178
2021 Q4	$257K	Buy	4,743 +2	+0%	+$108	0.08%	172
2021 Q3	$245K	Buy	4,741 +1	+0%	+$54	0.07%	166
2021 Q2	$230K	Buy	+4,740	New	+$212K	0.08%	170

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

Newman Dignan & Sheerar Inc's CARR Position: Q4 2025 in Review

Newman Dignan & Sheerar Inc sold out of Carrier Global (CARR) in Q4 2025, closing a stake of 4,680 shares — an estimated $279K sold.

Newman Dignan & Sheerar Inc first reported a position in CARR in Q2 2021 and held it in 15 quarters. The position peaked at $354K in Q3 2024. 1,505 funds tracked by Wall St. Rank hold CARR as of Q4 2025.

Newman Dignan & Sheerar Inc reported no remaining Carrier Global position as of Q4 2025 after selling out during the quarter.
Newman Dignan & Sheerar Inc sold 4,680 Carrier Global shares in Q4 2025, an estimated $279K.
Newman Dignan & Sheerar Inc first reported a position in Carrier Global in Q2 2021 and held it in 15 quarters.
Newman Dignan & Sheerar Inc's Carrier Global position peaked at $354K in Q3 2024.
1,505 funds tracked by Wall St. Rank held Carrier Global as of Q4 2025.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q4 2025, filed 22 Jan 2026.