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Creative Planning CARR Position History
Carrier Global Corporation • Industrials
Quarters held
10
Latest value
$34.3M
Q3 2026
Peak value
$38.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $34.2M |
| Q3 2025 | $745K |
| Q4 2025 | $22.4M |
| Q4 2025 | $652K |
| Q1 2026 | $686K |
| Q1 2026 | $27.1M |
| Q2 2026 | $879K |
| Q2 2026 | $38.9M |
| Q3 2026 | $614K |
| Q3 2026 | $34.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $34.3M | 624.6K | — | — |
| Q3 2026 | $614K | 11.2K | — | — |
| Q2 2026 | $38.9M | 530.3K | — | — |
| Q2 2026 | $879K | 12.0K | — | — |
| Q1 2026 | $27.1M | 480.9K | — | — |
| Q1 2026 | $686K | 12.2K | — | — |
| Q4 2025 | $652K | 12.3K | — | — |
| Q4 2025 | $22.4M | 424.5K | — | — |
| Q3 2025 | $745K | 12.5K | — | — |
| Q3 2025 | $34.2M | 572.1K | — | — |
Other funds holding CARR
$6.6B
$5.7B
$5.1B
$4.5B
$2.7B
$2.5B
$2.5B
$2.4B