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Sage Mountain Advisors’s Carrier Global CARR Stock Holding History

Sage Mountain 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 		– Sell
-3,255
Closed -$238K – 552
2025
Q2 		$238K Sell
3,255
-317
-9% -$21.5K 0.02% 374
2025
Q1 		$226K Sell
3,572
-401
-10% -$26.6K 0.02% 354
2024
Q4 		$271K Sell
3,973
-446
-10% -$33.6K 0.02% 319
2024
Q3 		$356K Buy
4,419
+702
+19% +$48.9K 0.03% 251
2024
Q2 		$234K Buy
+3,717
New +$228K 0.02% 308

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $3.38T AUM 44.17% 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

Sage Mountain Advisors's CARR Position: Q3 2025 in Review

Sage Mountain Advisors sold out of Carrier Global (CARR) in Q3 2025, closing a stake of 3,255 shares — an estimated $238K sold.

Sage Mountain Advisors first reported a position in CARR in Q2 2024 and held it in 5 quarters. The position peaked at $356K in Q3 2024. 1,491 funds tracked by Wall St. Rank hold CARR as of Q3 2025.

  • Sage Mountain Advisors reported no remaining Carrier Global position as of Q3 2025 after selling out during the quarter.
  • Sage Mountain Advisors sold 3,255 Carrier Global shares in Q3 2025, an estimated $238K.
  • Sage Mountain Advisors first reported a position in Carrier Global in Q2 2024 and held it in 5 quarters.
  • Sage Mountain Advisors's Carrier Global position peaked at $356K in Q3 2024.
  • 1,491 funds tracked by Wall St. Rank held Carrier Global as of Q3 2025.

Based on Sage Mountain Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.