Evercore Wealth Management, LLC

SEC CIK: 0001482689
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

CARR holding history

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

CARR overview All 13F holders of CARR Full Q2 2026 holdings

Shares (Q2 2026): 26,396
Value: $1.94M
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of CARR by Evercore Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	26,396	$1.94M	<0.1%	00.0%	Unchanged	Holders
Q1 2026	26,396	$1.49M	<0.1%	−22,647−46.2%	Reduced	Holders
Q4 2025	49,043	$2.59M	<0.1%	−4,747−8.8%	Reduced	Holders
Q3 2025	53,790	$3.21M	<0.1%	+907+1.7%	Added	Holders
Q2 2025	52,883	$3.87M	0.1%	−102−0.2%	Reduced	Holders
Q1 2025	52,985	$3.36M	0.1%	−350−0.7%	Reduced	Holders
Q4 2024	53,335	$3.64M	0.1%	−1,000−1.8%	Reduced	Holders
Q3 2024	54,335	$4.37M	0.1%	−480−0.9%	Reduced	Holders
Q2 2024	54,815	$3.46M	0.1%	00.0%	Unchanged	Holders
Q1 2024	54,815	$3.19M	<0.1%	−3,006−5.2%	Reduced	Holders
Q4 2023	57,821	$3.32M	0.1%	−470−0.8%	Reduced	Holders
Q3 2023	58,291	$3.22M	0.1%	+855+1.5%	Added	Holders
Q2 2023	57,436	$2.86M	0.1%	+868+1.5%	Added	Holders
Q1 2023	56,568	$2.59M	0.1%	+252+0.4%	Added	Holders
Q4 2022	56,316	$2.32M	<0.1%	−1,170−2.0%	Reduced	Holders
Q3 2022	57,486	$2.04M	<0.1%	+436+0.8%	Added	Holders
Q2 2022	57,050	$2.03M	<0.1%	−535−0.9%	Reduced	Holders
Q1 2022	57,585	$2.64M	<0.1%	−518−0.9%	Reduced	Holders
Q4 2021	58,103	$3.15M	0.1%	−1,029−1.7%	Reduced	Holders
Q3 2021	59,132	$3.06M	0.1%	+102+0.2%	Added	Holders
Q2 2021	59,030	$2.87M	0.1%	−200.0%	Reduced	Holders
Q1 2021	59,050	$2.49M	<0.1%	–	–	Holders

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