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SVB Wealth’s Carrier Global CARR Stock Holding History

SVB Wealth’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
-4,168
Closed -$305K – 408
2025
Q2 		$305K Sell
4,168
-8,209
-66% -$557K 0.02% 363
2025
Q1 		$785K Sell
12,377
-685
-5% -$45.5K 0.03% 175
2024
Q4 		$892K Buy
+13,062
New +$985K 0.02% 345
2024
Q3 		– Sell
-13,744
Closed -$867K – 102
2024
Q2 		$867K Sell
13,744
-1,443
-10% -$88.6K 0.02% 351
2024
Q1 		$883K Sell
15,187
-1,329
-8% -$74.7K 0.02% 370
2023
Q4 		$949K Sell
16,516
-859
-5% -$45.5K 0.02% 343
2023
Q3 		$959K Sell
17,375
-2,071
-11% -$114K 0.02% 327
2023
Q2 		$967K Sell
19,446
-9,368
-33% -$412K 0.02% 350
2023
Q1 		$1.32M Sell
28,814
-8,805
-23% -$394K 0.02% 337
2022
Q4 		$1.55M Sell
37,619
-3,519
-9% -$143K 0.02% 312
2022
Q3 		$1.46M Buy
41,138
+3,808
+10% +$150K 0.02% 299
2022
Q2 		$1.33M Buy
37,330
+571
+2% +$22.4K 0.02% 275
2022
Q1 		$1.69M Buy
36,759
+321
+0.9% +$15.1K 0.02% 247
2021
Q4 		$1.98M Buy
36,438
+2,357
+7% +$127K 0.03% 224
2021
Q3 		$1.76M Sell
34,081
-2,559
-7% -$138K 0.02% 274
2021
Q2 		$1.78M Buy
36,640
+1,797
+5% +$80.3K 0.02% 275
2021
Q1 		$1.47M Sell
34,843
-1,385
-4% -$53.8K 0.02% 285
2020
Q4 		$1.37M Sell
36,228
-993
-3% -$35.9K 0.02% 279
2020
Q3 		$1.14M Sell
37,221
-1,736
-4% -$49.1K 0.02% 280
2020
Q2 		$866K Buy
+38,957
New +$724K 0.02% 288

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

SVB Wealth's CARR Position: Q3 2025 in Review

SVB Wealth sold out of Carrier Global (CARR) in Q3 2025, closing a stake of 4,168 shares — an estimated $305K sold.

SVB Wealth first reported a position in CARR in Q2 2020 and held it in 20 quarters. The position peaked at $1.98M in Q4 2021. 1,491 funds tracked by Wall St. Rank hold CARR as of Q3 2025.

  • SVB Wealth reported no remaining Carrier Global position as of Q3 2025 after selling out during the quarter.
  • SVB Wealth sold 4,168 Carrier Global shares in Q3 2025, an estimated $305K.
  • SVB Wealth first reported a position in Carrier Global in Q2 2020 and held it in 20 quarters.
  • SVB Wealth's Carrier Global position peaked at $1.98M in Q4 2021.
  • 1,491 funds tracked by Wall St. Rank held Carrier Global as of Q3 2025.

Based on SVB Wealth's 13F filing for Q3 2025, filed 6 Nov 2025.