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UMB Bank’s Carrier Global CARR Stock Holding History

UMB Bank’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 		$947K Buy
12,912
+41
+0.3% +$2.68K 0.01% 371
2026
Q1 		$725K Sell
12,871
-519
-4% -$30.7K 0.01% 408
2025
Q4 		$708K Buy
13,390
+1,378
+11% +$76.6K 0.01% 417
2025
Q3 		$717K Sell
12,012
-910
-7% -$61.8K 0.01% 377
2025
Q2 		$946K Sell
12,922
-344
-3% -$23.3K 0.01% 333
2025
Q1 		$841K Sell
13,266
-27
-0.2% -$1.79K 0.01% 347
2024
Q4 		$907K Buy
13,293
+143
+1% +$10.8K 0.01% 334
2024
Q3 		$1.06M Buy
13,150
+206
+2% +$14.3K 0.02% 324
2024
Q2 		$817K Buy
12,944
+119
+0.9% +$7.31K 0.01% 344
2024
Q1 		$746K Sell
12,825
-499
-4% -$28K 0.01% 359
2023
Q4 		$765K Sell
13,324
-534
-4% -$28.3K 0.01% 362
2023
Q3 		$765K Sell
13,858
-1,351
-9% -$74.3K 0.01% 358
2023
Q2 		$756K Sell
15,209
-495
-3% -$21.8K 0.01% 375
2023
Q1 		$718K Sell
15,704
-682
-4% -$30.5K 0.01% 371
2022
Q4 		$676K Sell
16,386
-382
-2% -$15.5K 0.01% 381
2022
Q3 		$597K Sell
16,768
-2,418
-13% -$95.2K 0.01% 412
2022
Q2 		$684K Sell
19,186
-311
-2% -$12.2K 0.01% 419
2022
Q1 		$894K Sell
19,497
-263
-1% -$12.4K 0.01% 401
2021
Q4 		$1.07M Buy
19,760
+10,111
+105% +$546K 0.01% 384
2021
Q3 		$500K Sell
9,649
-648
-6% -$34.9K 0.01% 297
2021
Q2 		$501K Buy
10,297
+14
+0.1% +$626 0.01% 291
2021
Q1 		$434K Sell
10,283
-435
-4% -$16.9K 0.01% 292
2020
Q4 		$404K Sell
10,718
-4,417
-29% -$160K 0.01% 290
2020
Q3 		$337K Hold
15,135
– – 0.01% 282
2020
Q2 		$337K Buy
+15,135
New +$281K 0.01% 282

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

UMB Bank's CARR Position: Q2 2026 in Review

UMB Bank increased its Carrier Global (CARR) stake by 0.32% in Q2 2026, buying an estimated $2.68K and bringing the position to 12,912 shares worth $947K. The position accounts for 0.01% of the portfolio, ranked #371.

UMB Bank first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.07M in Q4 2021. 1,644 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • UMB Bank held 12,912 shares of Carrier Global worth $947K as of Q2 2026.
  • UMB Bank bought 41 Carrier Global shares in Q2 2026, an estimated $2.68K.
  • Carrier Global made up 0.01% of UMB Bank's portfolio in Q2 2026, its #371 holding.
  • UMB Bank first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • UMB Bank's Carrier Global position peaked at $1.07M in Q4 2021.
  • 1,644 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.