Trifecta Capital Advisors’s Carrier Global CARR Stock Holding History

Trifecta Capital 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	-31	Closed	-$1.85K	–	286
2025 Q3	$1.85K	Hold	31	–	–	﹤0.01%	343
2025 Q2	$2.27K	Hold	31	–	–	﹤0.01%	327
2025 Q1	$1.97K	Hold	31	–	–	﹤0.01%	316
2024 Q4	$2.12K	Hold	31	–	–	﹤0.01%	296
2024 Q3	$2.5K	Hold	31	–	–	﹤0.01%	289
2024 Q2	$1.96K	Hold	31	–	–	﹤0.01%	318
2024 Q1	$1.8K	Hold	31	–	–	﹤0.01%	321
2023 Q4	$1.78K	Hold	31	–	–	﹤0.01%	340
2023 Q3	$1.71K	Hold	31	–	–	﹤0.01%	325
2023 Q2	$1.54K	Hold	31	–	–	﹤0.01%	334
2023 Q1	$1.42K	Hold	31	–	–	﹤0.01%	341
2022 Q4	$1.28K	Buy	+31	New	+$1.26K	﹤0.01%	357

Other funds holding CARR

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Trifecta Capital Advisors's CARR Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Carrier Global (CARR) in Q4 2025, closing a stake of 31 shares — an estimated $1.85K sold.

Trifecta Capital Advisors first reported a position in CARR in Q4 2022 and held it in 12 quarters. The position peaked at $2.5K in Q3 2024. 1,506 funds tracked by Wall St. Rank hold CARR as of Q4 2025.

Trifecta Capital Advisors reported no remaining Carrier Global position as of Q4 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 31 Carrier Global shares in Q4 2025, an estimated $1.85K.
Trifecta Capital Advisors first reported a position in Carrier Global in Q4 2022 and held it in 12 quarters.
Trifecta Capital Advisors's Carrier Global position peaked at $2.5K in Q3 2024.
1,506 funds tracked by Wall St. Rank held Carrier Global as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.