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Cherry Tree Wealth Management, LLC

SEC CIK
0001985414
Latest filing
Sep 15, 2026

CARR holding history

Carrier Global Corp in every 13F filed by Cherry Tree Wealth Management, 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q2 2023
Holdings of CARR by Cherry Tree Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−896−100.0%Sold outHolders
Q3 2025896$53.5K<0.1%00.0%UnchangedHolders
Q2 2025896$65.6K<0.1%00.0%UnchangedHolders
Q1 2025896$56.8K<0.1%00.0%UnchangedHolders
Q4 2024896$61.2K<0.1%00.0%UnchangedHolders
Q3 2024896$72.1K<0.1%−319−26.3%ReducedHolders
Q2 20241,215$76.6K<0.1%00.0%UnchangedHolders
Q1 20241,215$70.6K<0.1%00.0%UnchangedHolders
Q4 20231,215$69.8K<0.1%00.0%UnchangedHolders
Q3 20231,215$67.1K<0.1%−361−22.9%ReducedHolders
Q2 20231,576$78.3K<0.1%–No prior filingHolders