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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
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

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 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. 336 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.
  • 336 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.