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O'Brien Wealth Partners’s Carrier Global CARR Stock Holding History

O'Brien Wealth Partners’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
-2,881
Closed -$172K – 112
2025
Q3 		$172K Buy
+2,881
New +$196K 0.02% 68

Other funds holding CARR

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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

O'Brien Wealth Partners's CARR Position: Q4 2025 in Review

O'Brien Wealth Partners sold out of Carrier Global (CARR) in Q4 2025, closing a stake of 2,881 shares — an estimated $172K sold.

O'Brien Wealth Partners first reported a position in CARR in Q3 2025 and held it in 1 quarter. The position peaked at $172K in Q3 2025. 1,509 funds tracked by Wall St. Rank hold CARR as of Q4 2025.

  • O'Brien Wealth Partners reported no remaining Carrier Global position as of Q4 2025 after selling out during the quarter.
  • O'Brien Wealth Partners sold 2,881 Carrier Global shares in Q4 2025, an estimated $172K.
  • O'Brien Wealth Partners first reported a position in Carrier Global in Q3 2025 and held it in 1 quarter.
  • O'Brien Wealth Partners's Carrier Global position peaked at $172K in Q3 2025.
  • 1,509 funds tracked by Wall St. Rank held Carrier Global as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.