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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

CARR holding history

Carrier Global Corp in every 13F filed by Creative Planning, 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)
542,319
Value
$39.8M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CARR by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026542,319$39.8M<0.1%+49,214+10.0%AddedHolders
Q1 2026493,105$27.8M<0.1%+56,242+12.9%AddedHolders
Q4 2025436,863$23.1M<0.1%−147,731−25.3%ReducedHolders
Q3 2025584,594$34.9M<0.1%+131,654+29.1%AddedHolders
Q2 2025452,940$33.2M<0.1%−30,242−6.3%ReducedHolders
Q1 2025483,182$30.6M<0.1%+33,166+7.4%AddedHolders
Q4 2024450,016$30.7M<0.1%−15,210−3.3%ReducedHolders
Q3 2024465,226$37.4M<0.1%+11,655+2.6%AddedHolders
Q2 2024453,571$28.6M<0.1%+18,895+4.3%AddedHolders
Q1 2024434,676$25.3M<0.1%+1,564+0.4%AddedHolders
Q4 2023433,112$24.9M<0.1%+7,242+1.7%AddedHolders
Q3 2023425,870$23.5M<0.1%−37,706−8.1%ReducedHolders
Q2 2023463,576$23.0M<0.1%−2,741−0.6%ReducedHolders
Q1 2023466,317$21.3M<0.1%−4,393−0.9%ReducedHolders
Q4 2022470,710$19.4M<0.1%−19,183−3.9%ReducedHolders
Q3 2022489,893$17.4M<0.1%+4,560+0.9%AddedHolders
Q2 2022485,333$17.3M<0.1%+21,002+4.5%AddedHolders
Q1 2022464,331$21.3M<0.1%+342,174+280.1%AddedHolders
Q4 2021122,157$6.63M<0.1%−22,784−15.7%ReducedHolders
Q3 2021144,941$7.50M<0.1%+487+0.3%AddedHolders
Q2 2021144,454$7.02M<0.1%+1,814+1.3%AddedHolders
Q1 2021142,640$6.02M<0.1%––Holders

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