Tortoise Investment Management’s Carrier Global CARR Stock Holding History

Tortoise Investment Management’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	-383	Closed	-$22.9K	–	413
2025 Q3	$22.9K	Sell	383 -11	-3%	-$747	﹤0.01%	495
2025 Q2	$28.8K	Buy	394 +44	+13%	+$2.98K	﹤0.01%	459
2025 Q1	$22.2K	Hold	350	–	–	﹤0.01%	480
2024 Q4	$23.9K	Hold	350	–	–	﹤0.01%	520
2024 Q3	$28.2K	Hold	350	–	–	﹤0.01%	509
2024 Q2	$22.1K	Hold	350	–	–	﹤0.01%	516
2024 Q1	$20.3K	Hold	350	–	–	﹤0.01%	509
2023 Q4	$20.1K	Hold	350	–	–	﹤0.01%	478
2023 Q3	$19.3K	Hold	350	–	–	﹤0.01%	466
2023 Q2	$17.4K	Hold	350	–	–	﹤0.01%	490
2023 Q1	$16K	Hold	350	–	–	﹤0.01%	491
2022 Q4	$14.4K	Hold	350	–	–	﹤0.01%	498
2022 Q3	$12K	Hold	350	–	–	﹤0.01%	501
2022 Q2	$12K	Hold	350	–	–	﹤0.01%	493
2022 Q1	$16K	Hold	350	–	–	﹤0.01%	451
2021 Q4	$19K	Hold	350	–	–	﹤0.01%	407
2021 Q3	$18K	Hold	350	–	–	﹤0.01%	394
2021 Q2	$17K	Hold	350	–	–	﹤0.01%	394
2021 Q1	$15K	Buy	350 +100	+40%	+$3.89K	﹤0.01%	387
2020 Q4	$9K	Hold	250	–	–	﹤0.01%	424
2020 Q3	$8K	Buy	250 +100	+67%	+$2.83K	﹤0.01%	399
2020 Q2	$3K	Buy	+150	New	+$2.79K	﹤0.01%	441

Other funds holding CARR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Tortoise Investment Management's CARR Position: Q4 2025 in Review

Tortoise Investment Management sold out of Carrier Global (CARR) in Q4 2025, closing a stake of 383 shares — an estimated $22.9K sold.

Tortoise Investment Management first reported a position in CARR in Q2 2020 and held it in 22 quarters. The position peaked at $28.8K in Q2 2025. 1,508 funds tracked by Wall St. Rank hold CARR as of Q4 2025.

Tortoise Investment Management reported no remaining Carrier Global position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 383 Carrier Global shares in Q4 2025, an estimated $22.9K.
Tortoise Investment Management first reported a position in Carrier Global in Q2 2020 and held it in 22 quarters.
Tortoise Investment Management's Carrier Global position peaked at $28.8K in Q2 2025.
1,508 funds tracked by Wall St. Rank held Carrier Global as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.