Carrier Global Corporation shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of Carrier Global Corporation (CARR) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in Carrier Global Corporation
Tip: Access up to 7 years of quarterly data
All positions including Carrier Global Corporation held by Holistic Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Carrier Global Corporation by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $353k | 5.9k | 59.70 |
| 2025-06-30 | $370k | 5.1k | 73.19 |
| 2025-03-31 | $323k | 5.1k | 63.40 |
| 2024-12-31 | $343k | 5.0k | 68.26 |
| 2024-09-30 | $406k | 5.0k | 80.49 |
| 2024-06-30 | $317k | 5.0k | 63.08 |
| 2024-03-31 | $291k | 5.0k | 58.13 |
| 2023-12-31 | $286k | 5.0k | 57.45 |
| 2023-09-30 | $273k | 5.0k | 55.20 |
More positions owned by Holistic Financial Partners
View all positions for Holistic Financial Partners