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Strategic Advisors’s Carrier Global CARR Stock Holding History

Strategic 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
-3,512
Closed -$210K – 182
2025
Q3 		$210K Buy
3,512
+259
+8% +$17.6K 0.03% 177
2025
Q2 		$238K Sell
3,253
-282
-8% -$19.1K 0.05% 157
2025
Q1 		$224K Buy
3,535
+9
+0.3% +$598 0.04% 174
2024
Q4 		$241K Buy
3,526
+320
+10% +$24.1K 0.04% 178
2024
Q3 		$258K Sell
3,206
-35
-1% -$2.44K 0.05% 186
2024
Q2 		$204K Sell
3,241
-242
-7% -$14.9K 0.04% 196
2024
Q1 		$202K Sell
3,483
-716
-17% -$40.2K 0.04% 195
2023
Q4 		$241K Sell
4,199
-137
-3% -$7.25K 0.05% 182
2023
Q3 		$239K Sell
4,336
-132
-3% -$7.26K 0.05% 176
2023
Q2 		$222K Buy
4,468
+15
+0.3% +$660 0.04% 179
2023
Q1 		$204K Buy
+4,453
New +$199K 0.04% 189
2022
Q2 		– Sell
-4,904
Closed -$224K – 190
2022
Q1 		$224K Buy
4,904
+13
+0.3% +$612 0.04% 178
2021
Q4 		$265K Buy
4,891
+8
+0.2% +$432 0.04% 173
2021
Q3 		$252K Buy
4,883
+9
+0.2% +$484 0.05% 160
2021
Q2 		$236K Buy
4,874
+11
+0.2% +$492 0.06% 152
2021
Q1 		$205K Buy
+4,863
New +$189K 0.06% 147

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 $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Strategic Advisors's CARR Position: Q4 2025 in Review

Strategic Advisors sold out of Carrier Global (CARR) in Q4 2025, closing a stake of 3,512 shares — an estimated $210K sold.

Strategic Advisors first reported a position in CARR in Q1 2021 and held it in 16 quarters. The position peaked at $265K in Q4 2021. 1,505 funds tracked by Wall St. Rank hold CARR as of Q4 2025.

  • Strategic Advisors reported no remaining Carrier Global position as of Q4 2025 after selling out during the quarter.
  • Strategic Advisors sold 3,512 Carrier Global shares in Q4 2025, an estimated $210K.
  • Strategic Advisors first reported a position in Carrier Global in Q1 2021 and held it in 16 quarters.
  • Strategic Advisors's Carrier Global position peaked at $265K in Q4 2021.
  • 1,505 funds tracked by Wall St. Rank held Carrier Global as of Q4 2025.

Based on Strategic Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.