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Carrier Global Corporation shares owned by Synergy Investment Management

Quarter-by-quarter ownership of Carrier Global Corporation (CARR) shares owned by Synergy Investment Management from 13F filings

Historical chart of Synergy Investment Management investment in Carrier Global Corporation

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All positions including Carrier Global Corporation held by Synergy Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Carrier Global Corporation by Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $114k 2.0k 56.31
2025-03-31 $128k 2.0k 63.40
2024-12-31 $138k 2.0k 68.26

More positions owned by Synergy Investment Management

Vanguard S&p MF Closed and MF Open (VOO)
Ishares Core MF Closed and MF Open (IVV)
Vanguard Growth MF Closed and MF Open (VUG)
Ishares U S MF Closed and MF Open (DYNF)
State Street MF Closed and MF Open (SPYV)
State Street MF Closed and MF Open (SPYG)
State Street MF Closed and MF Open (SPTI)
Ishares Core MF Closed and MF Open (IEMG)
Invesco S&p MF Closed and MF Open (SPHQ)
Capital Group MF Closed and MF Open (CGDV)
Ishares A I MF Closed and MF Open (BAI)
State Street MF Closed and MF Open (SPTS)
Invesco S&p MF Closed and MF Open (SPMO)
Global X MF Closed and MF Open (AUSF)
First Trust MF Closed and MF Open (UCON)

View all positions for Synergy Investment Management

Top funds holding Carrier Global Corporation

Capital Research Global Investors
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Dodge & Cox
Capital World Investors
Geode Capital Management
Fisher Investments
Morgan Stanley
Capital Research and Management Company - Division 3
Brown Advisory Holdings Incorporated
Bank of New York Mellon
Northern Trust
Goldman Sachs Group

View all funds holding Carrier Global Corporation