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Livermore
Livermore
ZHEN

Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

CARR holding history

Carrier Global Corp in every 13F filed by Wealthspire 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)
11,098
Value
$814.0K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of CARR by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,098$814.0K<0.1%+5,592+101.6%AddedHolders
Q1 20265,506$310.0K<0.1%−4,238−43.5%ReducedHolders
Q4 20259,744$514.9K<0.1%+4,901+101.2%AddedHolders
Q3 20254,843$289.2K<0.1%−425−8.1%ReducedHolders
Q2 20255,268$385.6K<0.1%+592+12.7%AddedHolders
Q1 20254,676$296.5K<0.1%+203+4.5%AddedHolders
Q4 20244,473$305.3K<0.1%+161+3.7%AddedHolders
Q3 20244,312$347.0K<0.1%00.0%UnchangedHolders
Q2 20244,312$272.0K<0.1%−4,346−50.2%ReducedHolders
Q1 20248,658$503.3K<0.1%−471−5.2%ReducedHolders
Q4 20239,129$524.4K<0.1%+387+4.4%AddedHolders
Q3 20238,742$482.6K<0.1%+67+0.8%AddedHolders
Q2 20238,675$431.2K<0.1%−421−4.6%ReducedHolders
Q1 20239,096$416.1K<0.1%−5,552−37.9%ReducedHolders
Q4 202214,648$604.2K<0.1%+1,639+12.6%AddedHolders
Q3 202213,009$463.0K<0.1%+13,009NewHolders
Q1 20220$00.0%−5,707−100.0%Sold outHolders
Q4 20215,707$310.0K<0.1%−26−0.5%ReducedHolders
Q3 20215,733$297.0K<0.1%+5,733NewHolders
Q2 20210$00.0%−9,418−100.0%Sold outHolders
Q1 20219,418$398.0K<0.1%––Holders

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