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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

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

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Quarterly reported holdings in Carrier Global Corporation by Holistic Financial Partners

Quarter filed Position value Share count Share price at filing
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

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Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
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First Tr Exch Trd Alphdx Japan Alphadex (FJP)

View all positions for Holistic Financial Partners

Top funds holding Carrier Global Corporation

Capital Research Global Investors
Vanguard Group
Capital Research and Management Company - Division 3
BlackRock
BlackRock
Capital World Investors
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Dodge & Cox
Fisher Investments
Nuveen Asset Management
Morgan Stanley
Northern Trust
Fiera Capital Corporation

View all funds holding Carrier Global Corporation