Fiduciary Alliance’s Carrier Global CARR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$233K Buy
+3,174
New +$207K 0.02% 493
2025
Q3
Sell
-2,902
Closed -$212K 502
2025
Q2
$212K Buy
+2,902
New +$197K 0.02% 453

Other funds holding CARR

Fiduciary Alliance's CARR Position: Q2 2026 in Review

Fiduciary Alliance opened a new position in Carrier Global (CARR) in Q2 2026: 3,174 shares worth $233K. The stake represents 0.02% of the portfolio and ranks #493 among its holdings. This is a return to the name: Fiduciary Alliance previously reported a position in CARR as recently as Q2 2025.

Fiduciary Alliance first reported a position in CARR in Q2 2025 and has held it in 2 quarters since. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Fiduciary Alliance held 3,174 shares of Carrier Global worth $233K as of Q2 2026.
  • Carrier Global was a new Fiduciary Alliance position in Q2 2026.
  • Carrier Global made up 0.02% of Fiduciary Alliance's portfolio in Q2 2026, its #493 holding.
  • Fiduciary Alliance first reported a position in Carrier Global in Q2 2025 and has held it in 2 quarters since.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.