UBS AM
CARR icon

UBS AM’s Carrier Global CARR Stock Holding History

UBS AM’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 		$441M Sell
6,011,257
-495,507
-8% -$32.4M 0.08% 207
2026
Q1 		$366M Buy
6,506,764
+409,666
+7% +$24.3M 0.08% 231
2025
Q4 		$322M Sell
6,097,098
-568,983
-9% -$31.6M 0.07% 254
2025
Q3 		$398M Sell
6,666,081
-1,233,089
-16% -$83.8M 0.09% 211
2025
Q2 		$578M Buy
7,899,170
+930,876
+13% +$63.2M 0.12% 166
2025
Q1 		$442M Buy
6,968,294
+38,233
+0.6% +$2.54M 0.11% 187
2024
Q4 		$473M Buy
6,930,061
+936,892
+16% +$70.7M 0.11% 165
2024
Q3 		$482M Buy
5,993,169
+110,988
+2% +$7.73M 0.12% 147
2024
Q2 		$371M Buy
5,882,181
+649,471
+12% +$39.9M 0.11% 165
2024
Q1 		$304M Sell
5,232,710
-58,979
-1% -$3.31M 0.11% 183
2023
Q4 		$304M Sell
5,291,689
-52,476
-1% -$2.78M 0.12% 172
2023
Q3 		$295M Buy
5,344,165
+321,131
+6% +$17.7M 0.13% 152
2023
Q2 		$230M Hold
5,023,034
– – 0.11% 195
2023
Q1 		$230M Buy
5,023,034
+232,049
+5% +$10.4M 0.11% 195
2022
Q4 		$198M Buy
4,790,985
+116,848
+2% +$4.74M 0.1% 221
2022
Q3 		$166M Buy
4,674,137
+154,114
+3% +$6.07M 0.09% 238
2022
Q2 		$161M Buy
4,520,023
+93,147
+2% +$3.66M 0.08% 258
2022
Q1 		$203M Buy
4,426,876
+167,854
+4% +$7.9M 0.09% 250
2021
Q4 		$231M Buy
4,259,022
+990,931
+30% +$53.5M 0.09% 246
2021
Q3 		$169M Sell
3,268,091
-5,637
-0.2% -$303K 0.07% 297
2021
Q2 		$159M Sell
3,273,728
-727,710
-18% -$32.5M 0.07% 311
2021
Q1 		$169M Buy
4,001,438
+613,749
+18% +$23.9M 0.07% 282
2020
Q4 		$128M Buy
3,387,689
+249,571
+8% +$9.03M 0.06% 335
2020
Q3 		$95.8M Buy
3,138,118
+102,769
+3% +$2.91M 0.05% 354
2020
Q2 		$67.4M Buy
+3,035,349
New +$56.4M 0.04% 406

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS AM's CARR Position: Q2 2026 in Review

UBS AM reduced its Carrier Global (CARR) stake by 7.6% in Q2 2026, selling an estimated $32.4M and leaving 6,011,257 shares worth $441M. The position accounts for 0.08% of the portfolio, ranked #207.

UBS AM first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $578M in Q2 2025. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • UBS AM held 6,011,257 shares of Carrier Global worth $441M as of Q2 2026.
  • UBS AM sold 495,507 Carrier Global shares in Q2 2026, an estimated $32.4M.
  • Carrier Global made up 0.08% of UBS AM's portfolio in Q2 2026, its #207 holding.
  • UBS AM first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • UBS AM's Carrier Global position peaked at $578M in Q2 2025.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.