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ALPS Advisors’s Carrier Global CARR Stock Holding History

ALPS 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
2026
Q2 		$647K Buy
+8,823
New +$577K ﹤0.01% 841
2024
Q1 		– Sell
-5,342
Closed -$307K – 989
2023
Q4 		$307K Sell
5,342
-378
-7% -$20K ﹤0.01% 843
2023
Q3 		$316K Buy
+5,720
New +$315K ﹤0.01% 844
2022
Q1 		– Sell
-6,745
Closed -$366K – 853
2021
Q4 		$366K Buy
6,745
+134
+2% +$7.23K ﹤0.01% 740
2021
Q3 		$342K Buy
+6,611
New +$356K ﹤0.01% 774

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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

ALPS Advisors's CARR Position: Q2 2026 in Review

ALPS Advisors opened a new position in Carrier Global (CARR) in Q2 2026: 8,823 shares worth $647K. The stake represents ﹤0.01% of the portfolio and ranks #841 among its holdings. This is a return to the name: ALPS Advisors previously reported a position in CARR as recently as Q4 2023.

ALPS Advisors first reported a position in CARR in Q3 2021 and has held it in 5 quarters since. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • ALPS Advisors held 8,823 shares of Carrier Global worth $647K as of Q2 2026.
  • Carrier Global was a new ALPS Advisors position in Q2 2026.
  • Carrier Global made up ﹤0.01% of ALPS Advisors's portfolio in Q2 2026, its #841 holding.
  • ALPS Advisors first reported a position in Carrier Global in Q3 2021 and has held it in 5 quarters since.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.