Simplex Trading’s Carrier Global CARR Stock Holding History

Simplex Trading’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	-9,859	Closed	-$548K	–	8654
2025 Q3	$588K	Buy	+9,859	New	+$670K	﹤0.01%	3624
2024 Q3	–	Sell	-93,923	Closed	-$6.54M	–	8554
2024 Q2	$5.92M	Buy	93,923 +55,012	+141%	+$3.38M	﹤0.01%	1323
2024 Q1	$2.26M	Buy	+38,911	New	+$2.19M	﹤0.01%	2280
2022 Q1	–	Sell	-35,458	Closed	-$1.67M	–	10446
2021 Q4	$1.92M	Buy	35,458 +8,105	+30%	+$437K	﹤0.01%	2086
2021 Q3	$1.33M	Buy	27,353 +598	+2%	+$32.2K	﹤0.01%	2696
2021 Q2	$1.3M	Buy	26,755 +18,441	+222%	+$824K	﹤0.01%	2751
2021 Q1	$351K	Buy	8,314 +3,695	+80%	+$144K	﹤0.01%	3924
2020 Q4	$0	Buy	4,619 +2,858	+162%	+$103K	﹤0.01%	8363
2020 Q3	$53K	Sell	1,761 -12,858	-88%	-$364K	﹤0.01%	5550
2020 Q2	$324K	Buy	+14,619	New	+$272K	﹤0.01%	3436

Other funds holding CARR

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Simplex Trading's CARR Position: Q4 2025 in Review

Simplex Trading sold out of Carrier Global (CARR) in Q4 2025, closing a stake of 9,859 shares — an estimated $548K sold.

Simplex Trading first reported a position in CARR in Q2 2020 and held it in 10 quarters. The position peaked at $5.92M in Q2 2024. 1,505 funds tracked by Wall St. Rank hold CARR as of Q4 2025.

Simplex Trading reported no remaining Carrier Global position as of Q4 2025 after selling out during the quarter.
Simplex Trading sold 9,859 Carrier Global shares in Q4 2025, an estimated $548K.
Simplex Trading first reported a position in Carrier Global in Q2 2020 and held it in 10 quarters.
Simplex Trading's Carrier Global position peaked at $5.92M in Q2 2024.
1,505 funds tracked by Wall St. Rank held Carrier Global as of Q4 2025.

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