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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → CARR
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CARR Position History
Carrier Global Corporation • Industrials
Quarters held
7
Latest value
$32.5M
Q3 2026
Peak value
$35.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $34.6M |
| Q4 2025 | $31.2M |
| Q1 2026 | $27.8M |
| Q2 2026 | $6K |
| Q2 2026 | $35.7M |
| Q3 2026 | $6K |
| Q3 2026 | $32.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $32.5M | 669.2K | — | — |
| Q3 2026 | $6K | 100 | — | — |
| Q2 2026 | $35.7M | 587.8K | — | — |
| Q2 2026 | $6K | 100 | — | — |
| Q1 2026 | $27.8M | 569.1K | — | — |
| Q4 2025 | $31.2M | 584.3K | — | — |
| Q3 2025 | $34.6M | 584.3K | — | — |
Other funds holding CARR
$6.6B
$5.7B
$5.1B
$4.5B
$2.7B
$2.5B
$2.5B
$2.4B