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Livermore
Livermore
ZHEN

Waterford Advisors, LLC

SEC CIK
0001960657
Latest filing
Aug 14, 2026

CARR holding history

Carrier Global Corp in every 13F filed by Waterford 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)
13,381
Value
$981.5K
% of portfolio
0.3%
Quarters held
15
Since Q4 2022
Holdings of CARR by Waterford Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,381$981.5K0.3%00.0%UnchangedHolders
Q1 202613,381$727.4K0.2%00.0%UnchangedHolders
Q4 202513,381$707.1K0.3%00.0%UnchangedHolders
Q3 202513,381$798.8K0.3%+12,073+923.0%AddedHolders
Q2 20251,308$979.4K0.4%−12,073−90.2%ReducedHolders
Q1 202513,381$848.4K0.4%00.0%UnchangedHolders
Q4 202413,381$913.4K0.5%00.0%UnchangedHolders
Q3 202413,381$1.08M0.5%00.0%UnchangedHolders
Q2 202413,381$844.1K0.4%00.0%UnchangedHolders
Q1 202413,381$777.8K0.3%00.0%UnchangedHolders
Q4 202313,381$768.7K0.4%00.0%UnchangedHolders
Q3 202313,381$738.6K0.4%00.0%UnchangedHolders
Q2 202313,381$665.0K0.3%00.0%UnchangedHolders
Q1 202313,381$612.0K0.3%00.0%UnchangedHolders
Q4 202213,381$552.0K0.3%–No prior filingHolders