Gallagher Fiduciary Advisors’s Carrier Global CARR Stock Holding History

Gallagher Fiduciary 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	$422K	Sell	5,749 -177	-3%	-$11.6K	0.01%	230
2026 Q1	$334K	Buy	5,926 +211	+4%	+$12.5K	0.01%	256
2025 Q4	$302K	Buy	5,715 +875	+18%	+$48.6K	0.01%	271
2025 Q3	$289K	Sell	4,840 -441	-8%	-$30K	0.01%	257
2025 Q2	$386K	Buy	5,281 +420	+9%	+$28.5K	0.02%	214
2025 Q1	$308K	Sell	4,861 -18	-0.4%	-$1.2K	0.01%	236
2024 Q4	$333K	Buy	4,879 +663	+16%	+$50K	0.07%	202
2024 Q3	$339K	Buy	4,216 +973	+30%	+$67.8K	0.07%	177
2024 Q2	$205K	Buy	+3,243	New	+$199K	0.05%	232

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

Gallagher Fiduciary Advisors's CARR Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its Carrier Global (CARR) stake by 3% in Q2 2026, selling an estimated $11.6K and leaving 5,749 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #230.

Gallagher Fiduciary Advisors first reported a position in CARR in Q2 2024 and has held it in 9 quarters since. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Gallagher Fiduciary Advisors held 5,749 shares of Carrier Global worth $422K as of Q2 2026.
Gallagher Fiduciary Advisors sold 177 Carrier Global shares in Q2 2026, an estimated $11.6K.
Carrier Global made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #230 holding.
Gallagher Fiduciary Advisors first reported a position in Carrier Global in Q2 2024 and has held it in 9 quarters since.
1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.