Fifth Third Wealth Advisors
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Fifth Third Wealth Advisors’s Carrier Global CARR Stock Holding History

Fifth Third Wealth 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 		$772K Buy
14,070
+211
+2% +$13.1K 0.02% 372
2026
Q2 		$1.02M Buy
13,859
+2,519
+22% +$165K 0.03% 297
2026
Q1 		$639K Buy
11,340
+2,296
+25% +$136K 0.02% 355
2025
Q4 		$478K Sell
9,044
-17
-0.2% -$945 0.02% 397
2025
Q3 		$541K Sell
9,061
-273
-3% -$18.5K 0.02% 353
2025
Q2 		$683K Buy
9,334
+114
+1% +$7.74K 0.03% 302
2025
Q1 		$585K Buy
9,220
+213
+2% +$14.2K 0.03% 296
2024
Q4 		$615K Sell
9,007
-92
-1% -$6.94K 0.03% 292
2024
Q3 		$732K Sell
9,099
-1,205
-12% -$83.9K 0.04% 239
2024
Q2 		$650K Buy
+10,304
New +$633K 0.05% 224

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fifth Third Wealth Advisors's CARR Position: Q3 2026 in Review

Fifth Third Wealth Advisors increased its Carrier Global (CARR) stake by 1.5% in Q3 2026, buying an estimated $13.1K and bringing the position to 14,070 shares worth $772K. The position accounts for 0.02% of the portfolio, ranked #372.

Fifth Third Wealth Advisors first reported a position in CARR in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.02M in Q2 2026. 1,329 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

  • Fifth Third Wealth Advisors held 14,070 shares of Carrier Global worth $772K as of Q3 2026.
  • Fifth Third Wealth Advisors bought 211 Carrier Global shares in Q3 2026, an estimated $13.1K.
  • Carrier Global made up 0.02% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #372 holding.
  • Fifth Third Wealth Advisors first reported a position in Carrier Global in Q2 2024 and has held it in 10 quarters since.
  • Fifth Third Wealth Advisors's Carrier Global position peaked at $1.02M in Q2 2026.
  • 1,329 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.