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 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 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

Fifth Third Wealth Advisors's CARR Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its Carrier Global (CARR) stake by 22% in Q2 2026, buying an estimated $165K and bringing the position to 13,859 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #297.

Fifth Third Wealth Advisors first reported a position in CARR in Q2 2024 and has held it in 9 quarters since. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Fifth Third Wealth Advisors held 13,859 shares of Carrier Global worth $1.02M as of Q2 2026.
Fifth Third Wealth Advisors bought 2,519 Carrier Global shares in Q2 2026, an estimated $165K.
Carrier Global made up 0.03% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #297 holding.
Fifth Third Wealth Advisors first reported a position in Carrier Global in Q2 2024 and has held it in 9 quarters since.
1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.