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Carrier Global Corporation shares owned by Brandywine Oak Private Wealth

Quarter-by-quarter ownership of Carrier Global Corporation (CARR) shares owned by Brandywine Oak Private Wealth from 13F filings

Historical chart of Brandywine Oak Private Wealth investment in Carrier Global Corporation

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All positions including Carrier Global Corporation held by Brandywine Oak Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Carrier Global Corporation by Brandywine Oak Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $214k 3.7k 58.13
2023-12-31 $211k 3.7k 57.45
2023-09-30 $203k 3.7k 55.20
2021-12-31 $202k 3.7k 54.21

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Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
World Gold Tr Spdr Gld Minis (GLDM)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for Brandywine Oak Private Wealth

Top funds holding Carrier Global Corporation

Vanguard Group
T. Rowe Price Associates
Dodge & Cox
Fisher Investments
Fiera Capital Corporation
Norges Bank Investment Management
Legal & General Group
Jpmorgan Chase & Co
Bank of New York Mellon
Bank of America Corporation
Ubs Global Asset Management Americas
Charles Schwab Investment Management
Dimensional Fund Advisors
Impax Asset Management Group
Victory Capital Management

View all funds holding Carrier Global Corporation