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Carrier Global Corporation shares owned by Estate Planners Group

Quarter-by-quarter ownership of Carrier Global Corporation (CARR) shares owned by Estate Planners Group from 13F filings

Historical chart of Estate Planners Group investment in Carrier Global Corporation

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

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Quarterly reported holdings in Carrier Global Corporation by Estate Planners Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.3k 100 52.84

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Guggenheim Strategic Opportu Com Sbi (GOF)
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Ares Capital Corporation (ARCC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Neos Etf Trust Nasdaq 100 High (QQQI)
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Etf Ser Solutions Defiance Quantum (QTUM)
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Listed Fds Tr Roundhill Magnif (MAGS)
Meta Platforms Cl A (META)

View all positions for Estate Planners Group

Top funds holding Carrier Global Corporation

Vanguard Group
Capital Research Global Investors
BlackRock
State Street Corporation
Capital Research and Management Company - Division 3
Capital World Investors
Geode Capital Management
Fisher Investments
Dodge & Cox
Brown Advisory Holdings Incorporated
Northern Trust
Norges Bank Investment Management
StonePine Asset Management
Fiera Capital Corporation
Ubs Global Asset Management Americas

View all funds holding Carrier Global Corporation