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Livermore
Livermore
ZHEN

BKD Wealth Advisors, LLC

SEC CIK
0001352864
Latest filing
Aug 10, 2026

CARR holding history

Carrier Global Corp in every 13F filed by BKD Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CARR overviewAll 13F holders of CARRFull Q2 2026 holdings

Shares (Q2 2026)
20,336
Value
$1.49M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of CARR by BKD Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,336$1.49M<0.1%+155+0.8%AddedHolders
Q1 202620,181$1.14M<0.1%−10.0%ReducedHolders
Q4 202520,182$1.07M<0.1%+205+1.0%AddedHolders
Q3 202519,977$1.19M<0.1%−38−0.2%ReducedHolders
Q2 202520,015$1.46M<0.1%−142−0.7%ReducedHolders
Q1 202520,157$1.28M<0.1%+2,483+14.0%AddedHolders
Q4 202417,674$1.21M<0.1%+31+0.2%AddedHolders
Q3 202417,643$1.42M<0.1%−2,218−11.2%ReducedHolders
Q2 202419,861$1.25M<0.1%−16,263−45.0%ReducedHolders
Q1 202436,124$2.10M0.1%+18,548+105.5%AddedHolders
Q4 202317,576$1.01M<0.1%−508−2.8%ReducedHolders
Q3 202318,084$998.2K<0.1%−569−3.1%ReducedHolders
Q2 202318,653$927.2K<0.1%+5,593+42.8%AddedHolders
Q1 202313,060$597.5K<0.1%−900−6.4%ReducedHolders
Q4 202213,960$575.9K<0.1%00.0%UnchangedHolders
Q3 202213,960$496.0K<0.1%−713−4.9%ReducedHolders
Q2 202214,673$523.0K<0.1%+5,267+56.0%AddedHolders
Q1 20229,406$431.0K<0.1%00.0%UnchangedHolders
Q4 20219,406$510.0K<0.1%−1,130−10.7%ReducedHolders
Q3 202110,536$545.0K<0.1%+10,536NewHolders
Q2 20210$00.0%−4,922−100.0%Sold outHolders
Q1 20214,922$208.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.