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Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

CARR holding history

Carrier Global Corp in every 13F filed by Heritage Wealth Advisors, 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)
4,496
Value
$329.8K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CARR by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,496$329.8K<0.1%+3,722+480.9%AddedHolders
Q1 2026774$43.6K<0.1%+74+10.6%AddedHolders
Q4 2025700$37.0K<0.1%00.0%UnchangedHolders
Q3 2025700$41.8K<0.1%00.0%UnchangedHolders
Q2 2025700$51.2K<0.1%00.0%UnchangedHolders
Q1 2025700$44.4K<0.1%−13−1.8%ReducedHolders
Q4 2024713$48.7K<0.1%+1+0.1%AddedHolders
Q3 2024712$57.3K<0.1%+12+1.7%AddedHolders
Q2 2024700$44.2K<0.1%−600−46.2%ReducedHolders
Q1 20241,300$75.6K<0.1%00.0%UnchangedHolders
Q4 20231,300$74.7K<0.1%+600+85.7%AddedHolders
Q3 2023700$38.6K<0.1%00.0%UnchangedHolders
Q2 2023700$34.8K<0.1%−25−3.4%ReducedHolders
Q1 2023725$33.2K<0.1%00.0%UnchangedHolders
Q4 2022725$29.9K<0.1%00.0%UnchangedHolders
Q3 2022725$25.8K<0.1%00.0%UnchangedHolders
Q2 2022725$26.0K<0.1%00.0%UnchangedHolders
Q1 2022725$33.0K<0.1%00.0%UnchangedHolders
Q4 2021725$39.0K<0.1%00.0%UnchangedHolders
Q3 2021725$37.5K<0.1%00.0%UnchangedHolders
Q2 2021725$35.2K<0.1%+700+2,800.0%AddedHolders
Q1 202125$1.06K<0.1%––Holders

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