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Zions Bancorporation, National Association’s Carrier Global CARR Stock Holding History

Zions Bancorporation, National Association’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 		$591K Sell
8,056
-157
-2% -$10.3K 0.04% 228
2026
Q1 		$462K Buy
8,213
+1,840
+29% +$109K 0.03% 266
2025
Q4 		$337K Buy
6,373
+1,209
+23% +$67.2K 0.02% 353
2025
Q3 		$308K Sell
5,164
-6,569
-56% -$446K 0.02% 330
2025
Q2 		$859K Buy
11,733
+9,938
+554% +$674K 0.05% 234
2025
Q1 		$114K Buy
+1,795
New +$119K 0.01% 381

Other funds holding CARR

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Zions Bancorporation, National Association's CARR Position: Q2 2026 in Review

Zions Bancorporation, National Association reduced its Carrier Global (CARR) stake by 1.9% in Q2 2026, selling an estimated $10.3K and leaving 8,056 shares worth $591K. The position accounts for 0.04% of the portfolio, ranked #228.

Zions Bancorporation, National Association first reported a position in CARR in Q1 2025 and has held it in 6 quarters since. The position peaked at $859K in Q2 2025. 814 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Zions Bancorporation, National Association held 8,056 shares of Carrier Global worth $591K as of Q2 2026.
  • Zions Bancorporation, National Association sold 157 Carrier Global shares in Q2 2026, an estimated $10.3K.
  • Carrier Global made up 0.04% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #228 holding.
  • Zions Bancorporation, National Association first reported a position in Carrier Global in Q1 2025 and has held it in 6 quarters since.
  • Zions Bancorporation, National Association's Carrier Global position peaked at $859K in Q2 2025.
  • 814 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.