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Carrier Global Corporation shares owned by Wescott Financial Advisory Group

Quarter-by-quarter ownership of Carrier Global Corporation (CARR) shares owned by Wescott Financial Advisory Group from 13F filings

Historical chart of Wescott Financial Advisory Group investment in Carrier Global Corporation

Tip: Access up to 7 years of quarterly data

All positions including Carrier Global Corporation held by Wescott Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Carrier Global Corporation by Wescott Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $271k 4.9k 55.20
2023-06-30 $244k 4.9k 49.71
2023-03-31 $224k 4.9k 45.75

More positions owned by Wescott Financial Advisory Group

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Wellington Short Trm Tax Ex (VTES)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Msci Eafe (IEFA)
Merck & Co (MRK)
Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Wescott Financial Advisory Group

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