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Optimum Investment Advisors’s Carrier Global CARR Stock Holding History

Optimum Investment 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
Q3 		$272K Hold
4,550
– – 0.11% 164
2025
Q2 		$333K Hold
4,550
– – 0.14% 132
2025
Q1 		$288K Hold
4,550
– – 0.14% 138
2024
Q4 		$311K Hold
4,550
– – 0.14% 138
2024
Q3 		$366K Hold
4,550
– – 0.16% 130
2024
Q2 		$287K Hold
4,550
– – 0.13% 151
2024
Q1 		$264K Hold
4,550
– – 0.12% 163
2023
Q4 		$261K Sell
4,550
-950
-17% -$50.3K 0.13% 158
2023
Q3 		$304K Hold
5,500
– – 0.16% 142
2023
Q2 		$273K Buy
5,500
+950
+21% +$41.8K 0.13% 151
2023
Q1 		$208K Hold
4,550
– – 0.11% 173
2022
Q4 		$188K Hold
4,550
– – 0.1% 191
2022
Q3 		$162K Hold
4,550
– – 0.09% 205
2022
Q2 		$162K Hold
4,550
– – 0.08% 212
2022
Q1 		$209K Sell
4,550
-218
-5% -$10.3K 0.09% 199
2021
Q4 		$259K Sell
4,768
-200
-4% -$10.8K 0.1% 185
2021
Q3 		$257K Sell
4,968
-500
-9% -$26.9K 0.11% 183
2021
Q2 		$266K Sell
5,468
-670
-11% -$29.9K 0.08% 215
2021
Q1 		$259K Hold
6,138
– – 0.08% 221
2020
Q4 		$232K Sell
6,138
-2,350
-28% -$85.1K 0.07% 223
2020
Q3 		$259K Sell
8,488
-335
-4% -$9.48K 0.09% 205
2020
Q2 		$196K Buy
+8,823
New +$164K 0.07% 240

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

Optimum Investment Advisors's CARR Position: Q3 2025 in Review

Optimum Investment Advisors held its Carrier Global (CARR) position steady in Q3 2025 at 4,550 shares worth $272K. The position accounts for 0.11% of the portfolio, ranked #164.

Optimum Investment Advisors first reported a position in CARR in Q2 2020 and has held it in 22 quarters since. The position peaked at $366K in Q3 2024. 1,488 funds tracked by Wall St. Rank hold CARR as of Q3 2025.

  • Optimum Investment Advisors held 4,550 shares of Carrier Global worth $272K as of Q3 2025.
  • Optimum Investment Advisors left its Carrier Global share count unchanged in Q3 2025.
  • Carrier Global made up 0.11% of Optimum Investment Advisors's portfolio in Q3 2025, its #164 holding.
  • Optimum Investment Advisors first reported a position in Carrier Global in Q2 2020 and has held it in 22 quarters since.
  • Optimum Investment Advisors's Carrier Global position peaked at $366K in Q3 2024.
  • 1,488 funds tracked by Wall St. Rank held Carrier Global as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.