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VCI Wealth Management’s Carrier Global CARR Stock Holding History

VCI Wealth 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
Q3 		– Sell
-16,166
Closed -$1.18M – 122
2025
Q2 		$1.18M Buy
16,166
+1,646
+11% +$112K 0.41% 67
2025
Q1 		$921K Sell
14,520
-8,687
-37% -$577K 0.39% 75
2024
Q4 		$1.58M Buy
23,207
+4,966
+27% +$375K 0.67% 49
2024
Q3 		$1.47M Buy
+18,241
New +$1.27M 0.65% 43

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 $3.37T AUM 44.26% 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

VCI Wealth Management's CARR Position: Q3 2025 in Review

VCI Wealth Management sold out of Carrier Global (CARR) in Q3 2025, closing a stake of 16,166 shares — an estimated $1.18M sold.

VCI Wealth Management first reported a position in CARR in Q3 2024 and held it in 4 quarters. The position peaked at $1.58M in Q4 2024. 1,490 funds tracked by Wall St. Rank hold CARR as of Q3 2025.

  • VCI Wealth Management reported no remaining Carrier Global position as of Q3 2025 after selling out during the quarter.
  • VCI Wealth Management sold 16,166 Carrier Global shares in Q3 2025, an estimated $1.18M.
  • VCI Wealth Management first reported a position in Carrier Global in Q3 2024 and held it in 4 quarters.
  • VCI Wealth Management's Carrier Global position peaked at $1.58M in Q4 2024.
  • 1,490 funds tracked by Wall St. Rank held Carrier Global as of Q3 2025.

Based on VCI Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.