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Segment Wealth Management, LLC → CARR

Segment Wealth Management, LLC CARR Position History

Carrier Global Corporation • Industrials

Quarters held
4
Latest value
$11.2M
Q3 2026
Peak value
$14.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$9.7M
Q1 2026$11.1M
Q2 2026$14.8M
Q3 2026$11.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$11.2M204.5K——
Q2 2026$14.8M201.2K——
Q1 2026$11.1M196.3K——
Q4 2025$9.7M182.9K——

Other funds holding CARR

Other Segment Wealth Management, LLC positions

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$102.8M
BRK-A

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BRK-A

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