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 Q3	$499K	Buy	9,098 +275	+3%	+$17K	﹤0.01%	1012
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 Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

ALPS Advisors's CARR Position: Q3 2026 in Review

ALPS Advisors increased its Carrier Global (CARR) stake by 3.1% in Q3 2026, buying an estimated $17K and bringing the position to 9,098 shares worth $499K. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

ALPS Advisors first reported a position in CARR in Q3 2021 and has held it in 6 quarters since. The position peaked at $647K in Q2 2026. 1,146 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

ALPS Advisors held 9,098 shares of Carrier Global worth $499K as of Q3 2026.
ALPS Advisors bought 275 Carrier Global shares in Q3 2026, an estimated $17K.
Carrier Global made up ﹤0.01% of ALPS Advisors's portfolio in Q3 2026, its #1012 holding.
ALPS Advisors first reported a position in Carrier Global in Q3 2021 and has held it in 6 quarters since.
ALPS Advisors's Carrier Global position peaked at $647K in Q2 2026.
1,146 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on ALPS Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.