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Livermore
Livermore
ZHEN

Wealthcare Advisory Partners LLC

SEC CIK
0001683059
Latest filing
Jul 9, 2026

CARR holding history

Carrier Global Corp in every 13F filed by Wealthcare Advisory Partners 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)
8,081
Value
$592.8K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of CARR by Wealthcare Advisory Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,081$592.8K<0.1%−1,496−15.6%ReducedHolders
Q1 20269,577$539.3K<0.1%+1,790+23.0%AddedHolders
Q4 20257,787$411.5K<0.1%+1,199+18.2%AddedHolders
Q3 20256,588$393.3K<0.1%+55+0.8%AddedHolders
Q2 20256,533$478.2K<0.1%−82−1.2%ReducedHolders
Q1 20256,615$419.4K<0.1%−1,087−14.1%ReducedHolders
Q4 20247,702$525.8K<0.1%+96+1.3%AddedHolders
Q3 20247,606$612.2K<0.1%−252−3.2%ReducedHolders
Q2 20247,858$495.7K<0.1%+1,011+14.8%AddedHolders
Q1 20246,847$398.0K<0.1%+1,088+18.9%AddedHolders
Q4 20235,759$330.9K<0.1%+307+5.6%AddedHolders
Q3 20235,452$300.9K<0.1%−292−5.1%ReducedHolders
Q2 20235,744$285.5K<0.1%+328+6.1%AddedHolders
Q1 20235,416$247.8K<0.1%+241+4.7%AddedHolders
Q4 20225,175$213.5K<0.1%+5,175NewHolders
Q1 20220$00.0%−3,994−100.0%Sold outHolders
Q4 20213,994$217.0K<0.1%−1,538−27.8%ReducedHolders
Q3 20215,532$286.0K<0.1%−805−12.7%ReducedHolders
Q2 20216,337$308.0K<0.1%+2,754+76.9%AddedHolders
Q1 20213,583$151.0K<0.1%––Holders

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