Fiduciary Management Inc’s Carrier Global CARR Stock Holding History

Fiduciary Management Inc’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	$141M	Sell	1,923,538 -1,643,851	-46%	-$107M	2.01%	21
2026 Q1	$201M	Sell	3,567,389 -404,620	-10%	-$24M	2.49%	6
2025 Q4	$210M	Buy	3,972,009 +198,951	+5%	+$11.1M	2.31%	8
2025 Q3	$225M	Buy	3,773,058 +274,460	+8%	+$18.6M	2.28%	6
2025 Q2	$256M	Sell	3,498,598 -174,608	-5%	-$11.8M	2.46%	5
2025 Q1	$233M	Buy	3,673,206 +449,950	+14%	+$29.9M	2.25%	11
2024 Q4	$220M	Sell	3,223,256 -182,039	-5%	-$13.7M	2.05%	11
2024 Q3	$274M	Sell	3,405,295 -99,693	-3%	-$6.94M	2.4%	10
2024 Q2	$221M	Sell	3,504,988 -193,979	-5%	-$11.9M	2.06%	13
2024 Q1	$215M	Sell	3,698,967 -261,743	-7%	-$14.7M	1.91%	15
2023 Q4	$228M	Sell	3,960,710 -278,746	-7%	-$14.7M	2.13%	13
2023 Q3	$234M	Sell	4,239,456 -166,578	-4%	-$9.17M	2.38%	15
2023 Q2	$219M	Buy	+4,406,034	New	+$194M	2.21%	18

Other funds holding CARR

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fiduciary Management Inc's CARR Position: Q2 2026 in Review

Fiduciary Management Inc reduced its Carrier Global (CARR) stake by 46% in Q2 2026, selling an estimated $107M and leaving 1,923,538 shares worth $141M. The position accounts for 2.01% of the portfolio, ranked #21.

Fiduciary Management Inc first reported a position in CARR in Q2 2023 and has held it in 13 quarters since. The position peaked at $274M in Q3 2024. 1,644 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Fiduciary Management Inc held 1,923,538 shares of Carrier Global worth $141M as of Q2 2026.
Fiduciary Management Inc sold 1,643,851 Carrier Global shares in Q2 2026, an estimated $107M.
Carrier Global made up 2.01% of Fiduciary Management Inc's portfolio in Q2 2026, its #21 holding.
Fiduciary Management Inc first reported a position in Carrier Global in Q2 2023 and has held it in 13 quarters since.
Fiduciary Management Inc's Carrier Global position peaked at $274M in Q3 2024.
1,644 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Fiduciary Management Inc's 13F filing for Q2 2026, filed 13 Aug 2026.