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Livermore
Livermore
ZHEN

N.E.W. Advisory Services LLC

SEC CIK
0001803456
Latest filing
Aug 6, 2026

CARR holding history

Carrier Global Corp in every 13F filed by N.E.W. Advisory Services 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)
13,109
Value
$961.6K
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of CARR by N.E.W. Advisory Services LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,109$961.6K0.1%+10.0%AddedHolders
Q1 202613,108$738.1K0.1%+101+0.8%AddedHolders
Q4 202513,007$687.3K0.1%+10.0%AddedHolders
Q3 202513,006$776.5K0.1%−132−1.0%ReducedHolders
Q2 202513,138$961.6K0.1%−281−2.1%ReducedHolders
Q1 202513,419$850.8K0.1%+282+2.1%AddedHolders
Q4 202413,137$896.7K0.1%−169−1.3%ReducedHolders
Q3 202413,306$1.07M0.1%+225+1.7%AddedHolders
Q2 202413,081$825.2K0.1%+105+0.8%AddedHolders
Q1 202412,976$754.3K0.1%−530−3.9%ReducedHolders
Q4 202313,506$775.9K0.1%+20.0%AddedHolders
Q3 202313,504$745.4K0.1%+20.0%AddedHolders
Q2 202313,502$671.2K0.1%+103+0.8%AddedHolders
Q1 202313,399$613.0K0.1%+122+0.9%AddedHolders
Q4 202213,277$547.6K0.1%+13,277NewHolders