Towarzystwo Funduszy Inwestycyjnych PZU SA’s Carrier Global CARR Stock Holding History

Towarzystwo Funduszy Inwestycyjnych PZU SA’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	$72.5K	Buy	989 +280	+39%	+$18.3K	0.02%	409
2026 Q1	$39.9K	Buy	709 +50	+8%	+$2.96K	0.01%	473
2025 Q4	$34.8K	Hold	659	–	–	0.01%	530
2025 Q3	$39.3K	Hold	659	–	–	0.01%	479
2025 Q2	$48.2K	Buy	659 +10	+2%	+$679	0.01%	422
2025 Q1	$41.1K	Hold	649	–	–	0.01%	448
2024 Q4	$44.3K	Sell	649 -260	-29%	-$19.6K	0.01%	399
2024 Q3	$73.2K	Hold	909	–	–	0.03%	261
2024 Q2	$57.3K	Hold	909	–	–	0.02%	275
2024 Q1	$52.8K	Hold	909	–	–	0.02%	295
2023 Q4	$52.2K	Buy	+909	New	+$48.1K	0.02%	262
2021 Q3	$21.2K	Hold	409	–	–	0.03%	286
2021 Q2	$19.9K	Hold	409	–	–	0.02%	306
2021 Q1	$17.3K	Hold	409	–	–	0.03%	281
2020 Q4	$15.4K	Buy	+409	New	+$14.8K	0.02%	289

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Towarzystwo Funduszy Inwestycyjnych PZU SA's CARR Position: Q2 2026 in Review

Towarzystwo Funduszy Inwestycyjnych PZU SA increased its Carrier Global (CARR) stake by 39% in Q2 2026, buying an estimated $18.3K and bringing the position to 989 shares worth $72.5K. The position accounts for 0.02% of the portfolio, ranked #409.

Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in CARR in Q4 2020 and has held it in 15 quarters since. The position peaked at $73.2K in Q3 2024. 1,247 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Towarzystwo Funduszy Inwestycyjnych PZU SA held 989 shares of Carrier Global worth $72.5K as of Q2 2026.
Towarzystwo Funduszy Inwestycyjnych PZU SA bought 280 Carrier Global shares in Q2 2026, an estimated $18.3K.
Carrier Global made up 0.02% of Towarzystwo Funduszy Inwestycyjnych PZU SA's portfolio in Q2 2026, its #409 holding.
Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in Carrier Global in Q4 2020 and has held it in 15 quarters since.
Towarzystwo Funduszy Inwestycyjnych PZU SA's Carrier Global position peaked at $73.2K in Q3 2024.
1,247 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Towarzystwo Funduszy Inwestycyjnych PZU SA's 13F filing for Q2 2026, filed 7 Aug 2026.