Rise Advisors’s Carrier Global CARR Stock Holding History

Rise 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 Q4	–	Sell	-1,771	Closed	-$106K	–	311
2025 Q3	$106K	Buy	1,771 +13	+0.7%	+$883	0.04%	156
2025 Q2	$129K	Buy	1,758 +132	+8%	+$8.96K	0.05%	128
2025 Q1	$103K	Sell	1,626 -79	-5%	-$5.25K	0.05%	143
2024 Q4	$116K	Buy	1,705 +3	+0.2%	+$226	0.06%	130
2024 Q3	$137K	Buy	1,702 +5	+0.3%	+$348	0.07%	120
2024 Q2	$107K	Buy	1,697 +1,094	+181%	+$67.2K	0.06%	139
2024 Q1	$35K	Buy	603 +587	+3,669%	+$33K	0.02%	319
2023 Q4	$901	Hold	16	–	–	﹤0.01%	528
2023 Q3	$862	Hold	16	–	–	﹤0.01%	553
2023 Q2	$774	Hold	16	–	–	﹤0.01%	593
2023 Q1	$709	Sell	16 -205	-93%	-$9.18K	﹤0.01%	698
2022 Q4	$9.1K	Hold	221	–	–	0.01%	362
2022 Q3	$8K	Hold	221	–	–	0.01%	366
2022 Q2	$8K	Buy	221 +1	+0.5%	+$39	0.01%	365
2022 Q1	$10K	Hold	220	–	–	0.01%	321
2021 Q4	$12K	Buy	+220	New	+$11.9K	0.01%	304

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

Rise Advisors's CARR Position: Q4 2025 in Review

Rise Advisors sold out of Carrier Global (CARR) in Q4 2025, closing a stake of 1,771 shares — an estimated $106K sold.

Rise Advisors first reported a position in CARR in Q4 2021 and held it in 16 quarters. The position peaked at $137K in Q3 2024. 1,505 funds tracked by Wall St. Rank hold CARR as of Q4 2025.

Rise Advisors reported no remaining Carrier Global position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 1,771 Carrier Global shares in Q4 2025, an estimated $106K.
Rise Advisors first reported a position in Carrier Global in Q4 2021 and held it in 16 quarters.
Rise Advisors's Carrier Global position peaked at $137K in Q3 2024.
1,505 funds tracked by Wall St. Rank held Carrier Global as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.