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Roehl & Yi Investment Advisors’s Carrier Global CARR Stock Holding History

Roehl & Yi 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
Q4 		– Sell
-3,605
Closed -$215K – 174
2025
Q3 		$215K Sell
3,605
-1,239
-26% -$84.2K 0.09% 148
2025
Q2 		$355K Sell
4,844
-116
-2% -$7.87K 0.18% 112
2025
Q1 		$314K Buy
4,960
+634
+15% +$42.1K 0.17% 113
2024
Q4 		$295K Buy
+4,326
New +$326K 0.16% 113

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 $191B AUM 17.5% 1-Year Est. Return

Roehl & Yi Investment Advisors's CARR Position: Q4 2025 in Review

Roehl & Yi Investment Advisors sold out of Carrier Global (CARR) in Q4 2025, closing a stake of 3,605 shares — an estimated $215K sold.

Roehl & Yi Investment Advisors first reported a position in CARR in Q4 2024 and held it in 4 quarters. The position peaked at $355K in Q2 2025. 1,508 funds tracked by Wall St. Rank hold CARR as of Q4 2025.

  • Roehl & Yi Investment Advisors reported no remaining Carrier Global position as of Q4 2025 after selling out during the quarter.
  • Roehl & Yi Investment Advisors sold 3,605 Carrier Global shares in Q4 2025, an estimated $215K.
  • Roehl & Yi Investment Advisors first reported a position in Carrier Global in Q4 2024 and held it in 4 quarters.
  • Roehl & Yi Investment Advisors's Carrier Global position peaked at $355K in Q2 2025.
  • 1,508 funds tracked by Wall St. Rank held Carrier Global as of Q4 2025.

Based on Roehl & Yi Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.