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Livermore
Livermore
ZHEN

Curated Wealth Partners LLC

SEC CIK
0001781284
Latest filing
Aug 14, 2026

CARR holding history

Carrier Global Corp in every 13F filed by Curated Wealth 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)
14,463
Value
$1.06M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of CARR by Curated Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,463$1.06M0.1%+388+2.8%AddedHolders
Q1 202614,075$792.6K0.1%+497+3.7%AddedHolders
Q4 202513,578$717.5K0.1%+778+6.1%AddedHolders
Q3 202512,800$764.2K0.1%−124−1.0%ReducedHolders
Q2 202512,924$945.9K0.1%00.0%UnchangedHolders
Q1 202512,924$819.4K0.1%+124+1.0%AddedHolders
Q4 202412,800$873.7K0.1%00.0%UnchangedHolders
Q3 202412,800$1.03M0.1%00.0%UnchangedHolders
Q2 202412,800$807.4K0.1%+12,800NewHolders
Q1 20240$00.0%−12,800−100.0%Sold outHolders
Q4 202312,800$735.4K0.1%−1,224−8.7%ReducedHolders
Q3 202314,024$774.1K0.1%−703−4.8%ReducedHolders
Q2 202314,727$732.1K0.1%−105−0.7%ReducedHolders
Q1 202314,832$678.6K0.2%−613−4.0%ReducedHolders
Q4 202215,445$637.1K0.2%00.0%UnchangedHolders
Q3 202215,445$549.0K0.2%−24−0.2%ReducedHolders
Q2 202215,469$550.0K0.2%−2,183−12.4%ReducedHolders
Q1 202217,652$958.0K0.3%00.0%UnchangedHolders
Q4 202117,652$958.0K0.3%00.0%UnchangedHolders
Q3 202117,652$914.0K0.5%00.0%UnchangedHolders
Q2 202117,652$858.0K0.5%+323+1.9%AddedHolders
Q1 202117,329$732.0K0.4%––Holders

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