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AdviceOne Advisory Services, LLC → CARR

AdviceOne Advisory Services, LLC CARR Position History

Carrier Global Corporation • Industrials

Quarters held
5
Latest value
$12.7M
Q3 2026
Peak value
$16.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$13.8M
Q4 2025$12.2M
Q1 2026$13M
Q2 2026$16.9M
Q3 2026$12.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$12.7M232.3K——
Q2 2026$16.9M230.4K——
Q1 2026$13M231.1K——
Q4 2025$12.2M230.4K——
Q3 2025$13.8M231.4K——

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