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Trust Company of Vermont’s Carrier Global CARR Stock Holding History

Trust Company of Vermont’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 		$1.93M Sell
36,436
-495
-1% -$27.5K 0.08% 143
2025
Q3 		$2.2M Sell
36,931
-326
-0.9% -$22.1K 0.1% 134
2025
Q2 		$2.73M Sell
37,257
-262
-0.7% -$17.8K 0.13% 122
2025
Q1 		$2.38M Sell
37,519
-1,410
-4% -$93.7K 0.12% 124
2024
Q4 		$2.66M Buy
38,929
+163
+0.4% +$12.3K 0.13% 119
2024
Q3 		$3.12M Sell
38,766
-65
-0.2% -$4.53K 0.16% 113
2024
Q2 		$2.45M Buy
38,831
+225
+0.6% +$13.8K 0.13% 119
2024
Q1 		$2.24M Buy
38,606
+7,590
+24% +$426K 0.13% 125
2023
Q4 		$1.78M Sell
31,016
-9,593
-24% -$508K 0.12% 126
2023
Q3 		$2.24M Sell
40,609
-503
-1% -$27.7K 0.15% 120
2023
Q2 		$2.04M Sell
41,112
-1,077
-3% -$47.4K 0.13% 134
2023
Q1 		$1.93M Buy
42,189
+602
+1% +$26.9K 0.13% 137
2022
Q4 		$1.72M Sell
41,587
-2,967
-7% -$120K 0.13% 142
2022
Q3 		$1.58M Buy
44,554
+117
+0.3% +$4.61K 0.13% 143
2022
Q2 		$1.58M Sell
44,437
-518
-1% -$20.3K 0.12% 140
2022
Q1 		$2.06M Sell
44,955
-148
-0.3% -$6.97K 0.14% 135
2021
Q4 		$2.45M Sell
45,103
-787
-2% -$42.5K 0.15% 127
2021
Q3 		$2.38M Sell
45,890
-1,360
-3% -$73.2K 0.17% 122
2021
Q2 		$2.3M Sell
47,250
-281
-0.6% -$12.6K 0.16% 127
2021
Q1 		$2.01M Sell
47,531
-1,896
-4% -$73.7K 0.15% 130
2020
Q4 		$1.86M Buy
49,427
+2,466
+5% +$89.3K 0.15% 126
2020
Q3 		$1.43M Sell
46,961
-3,209
-6% -$90.8K 0.13% 130
2020
Q2 		$1.11M Buy
+50,170
New +$932K 0.11% 144

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 $336B AUM 34.66% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Trust Company of Vermont's CARR Position: Q4 2025 in Review

Trust Company of Vermont reduced its Carrier Global (CARR) stake by 1.3% in Q4 2025, selling an estimated $27.5K and leaving 36,436 shares worth $1.93M. The position accounts for 0.08% of the portfolio, ranked #143.

Trust Company of Vermont first reported a position in CARR in Q2 2020 and has held it in 23 quarters since. The position peaked at $3.12M in Q3 2024. 1,506 funds tracked by Wall St. Rank hold CARR as of Q4 2025.

  • Trust Company of Vermont held 36,436 shares of Carrier Global worth $1.93M as of Q4 2025.
  • Trust Company of Vermont sold 495 Carrier Global shares in Q4 2025, an estimated $27.5K.
  • Carrier Global made up 0.08% of Trust Company of Vermont's portfolio in Q4 2025, its #143 holding.
  • Trust Company of Vermont first reported a position in Carrier Global in Q2 2020 and has held it in 23 quarters since.
  • Trust Company of Vermont's Carrier Global position peaked at $3.12M in Q3 2024.
  • 1,506 funds tracked by Wall St. Rank held Carrier Global as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.