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Richardson Financial Services’s Carrier Global CARR Stock Holding History

Richardson Financial Services’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
-937
Closed -$55.9K – 603
2025
Q3 		$55.9K Buy
937
+266
+40% +$18.1K 0.03% 275
2025
Q2 		$49.8K Buy
671
+630
+1,537% +$42.7K 0.03% 254
2025
Q1 		$2.6K Sell
41
-5
-11% -$332 ﹤0.01% 471
2024
Q4 		$3.14K Sell
46
-46
-50% -$3.47K ﹤0.01% 476
2024
Q3 		$6.61K Buy
92
+46
+100% +$3.2K ﹤0.01% 441
2024
Q2 		$2.9K Sell
46
-18
-28% -$1.1K ﹤0.01% 456
2024
Q1 		$3.72K Buy
+64
New +$3.6K ﹤0.01% 477

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 $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 $182B AUM 14.68% 1-Year Est. Return

Richardson Financial Services's CARR Position: Q4 2025 in Review

Richardson Financial Services sold out of Carrier Global (CARR) in Q4 2025, closing a stake of 937 shares — an estimated $55.9K sold.

Richardson Financial Services first reported a position in CARR in Q1 2024 and held it in 7 quarters. The position peaked at $55.9K in Q3 2025. 1,507 funds tracked by Wall St. Rank hold CARR as of Q4 2025.

  • Richardson Financial Services reported no remaining Carrier Global position as of Q4 2025 after selling out during the quarter.
  • Richardson Financial Services sold 937 Carrier Global shares in Q4 2025, an estimated $55.9K.
  • Richardson Financial Services first reported a position in Carrier Global in Q1 2024 and held it in 7 quarters.
  • Richardson Financial Services's Carrier Global position peaked at $55.9K in Q3 2025.
  • 1,507 funds tracked by Wall St. Rank held Carrier Global as of Q4 2025.

Based on Richardson Financial Services's 13F filing for Q4 2025, filed 22 Jan 2026.