West Family Investments’s Carrier Global CARR Stock Holding History

West Family Investments’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	-3,608	Closed	-$215K	–	360
2025 Q3	$215K	Buy	+3,608	New	+$245K	0.05%	339
2025 Q2	–	Sell	-3,500	Closed	-$222K	–	368
2025 Q1	$222K	Hold	3,500	–	–	0.08%	223
2024 Q4	$239K	Sell	3,500 -44	-1%	-$3.32K	0.08%	231
2024 Q3	$285K	Buy	+3,544	New	+$247K	0.1%	216
2022 Q1	–	Sell	-4,033	Closed	-$219K	–	297
2021 Q4	$219K	Sell	4,033 -474	-11%	-$25.6K	0.06%	280
2021 Q3	$233K	Buy	4,507 +226	+5%	+$12.2K	0.06%	275
2021 Q2	$208K	Buy	+4,281	New	+$191K	0.06%	317

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

West Family Investments's CARR Position: Q4 2025 in Review

West Family Investments sold out of Carrier Global (CARR) in Q4 2025, closing a stake of 3,608 shares — an estimated $215K sold.

West Family Investments first reported a position in CARR in Q2 2021 and held it in 7 quarters. The position peaked at $285K in Q3 2024. 1,506 funds tracked by Wall St. Rank hold CARR as of Q4 2025.

West Family Investments reported no remaining Carrier Global position as of Q4 2025 after selling out during the quarter.
West Family Investments sold 3,608 Carrier Global shares in Q4 2025, an estimated $215K.
West Family Investments first reported a position in Carrier Global in Q2 2021 and held it in 7 quarters.
West Family Investments's Carrier Global position peaked at $285K in Q3 2024.
1,506 funds tracked by Wall St. Rank held Carrier Global as of Q4 2025.

Based on West Family Investments's 13F filing for Q4 2025, filed 11 Feb 2026.