Toth Financial Advisory’s Carrier Global CARR Stock Holding History

Toth Financial Advisory’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	-90	Closed	-$5.37K	–	936
2025 Q3	$5.37K	Hold	90	–	–	﹤0.01%	603
2025 Q2	$6.59K	Hold	90	–	–	﹤0.01%	527
2025 Q1	$5.71K	Hold	90	–	–	﹤0.01%	516
2024 Q4	$6.14K	Hold	90	–	–	﹤0.01%	499
2024 Q3	$7.25K	Hold	90	–	–	﹤0.01%	485
2024 Q2	$5.68K	Hold	90	–	–	﹤0.01%	517
2024 Q1	$5.23K	Hold	90	–	–	﹤0.01%	521
2023 Q4	$5.17K	Hold	90	–	–	﹤0.01%	522
2023 Q3	$4.97K	Hold	90	–	–	﹤0.01%	529
2023 Q2	$4.47K	Hold	90	–	–	﹤0.01%	562
2023 Q1	$4.12K	Hold	90	–	–	﹤0.01%	566
2022 Q4	$3.71K	Hold	90	–	–	﹤0.01%	530
2022 Q3	$3K	Hold	90	–	–	﹤0.01%	590
2022 Q2	$3K	Sell	90 -77	-46%	-$3.02K	﹤0.01%	547
2022 Q1	$8K	Hold	167	–	–	﹤0.01%	496
2021 Q4	$9K	Sell	167 -20	-11%	-$1.08K	﹤0.01%	502
2021 Q3	$10K	Hold	187	–	–	﹤0.01%	476
2021 Q2	$9K	Buy	187 +35	+23%	+$1.56K	﹤0.01%	464
2021 Q1	$6K	Hold	152	–	–	﹤0.01%	501
2020 Q4	$6K	Hold	152	–	–	﹤0.01%	443
2020 Q3	$5K	Hold	152	–	–	﹤0.01%	425
2020 Q2	$3K	Buy	+152	New	+$2.83K	﹤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 $3.38T AUM 44.17% 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

Toth Financial Advisory's CARR Position: Q4 2025 in Review

Toth Financial Advisory sold out of Carrier Global (CARR) in Q4 2025, closing a stake of 90 shares — an estimated $5.37K sold.

Toth Financial Advisory first reported a position in CARR in Q2 2020 and held it in 22 quarters. The position peaked at $10K in Q3 2021. 1,512 funds tracked by Wall St. Rank hold CARR as of Q4 2025.

Toth Financial Advisory reported no remaining Carrier Global position as of Q4 2025 after selling out during the quarter.
Toth Financial Advisory sold 90 Carrier Global shares in Q4 2025, an estimated $5.37K.
Toth Financial Advisory first reported a position in Carrier Global in Q2 2020 and held it in 22 quarters.
Toth Financial Advisory's Carrier Global position peaked at $10K in Q3 2021.
1,512 funds tracked by Wall St. Rank held Carrier Global as of Q4 2025.

Based on Toth Financial Advisory's 13F filing for Q4 2025, filed 20 Jan 2026.