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Carrier Global Corporation shares owned by Elevate Wealth Advisory

Quarter-by-quarter ownership of Carrier Global Corporation (CARR) shares owned by Elevate Wealth Advisory from 13F filings

Historical chart of Elevate Wealth Advisory investment in Carrier Global Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Carrier Global Corporation by Elevate Wealth Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $234k 3.2k 73.35
2025-06-30 $223k 3.0k 73.19
2024-12-31 $206k 3.0k 68.49
2024-09-30 $242k 3.0k 80.49

More positions owned by Elevate Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Us Larg Valu Etf (DFLV)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Eafe Value Etf (EFV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Elevate Wealth Advisory

Top funds holding Carrier Global Corporation

Capital Research Global Investors
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
Jpmorgan Chase & Co
State Street Corporation
Dodge & Cox
Capital World Investors
Geode Capital Management
Fisher Investments
Morgan Stanley
Ameriprise Financial
Bank of New York Mellon
Northern Trust
Bank of America Corporation

View all funds holding Carrier Global Corporation