CAMBIENT FAMILY OFFICE, LLC CARR CARRIER GLOBAL CORPORATION

Ownership history in CAMBIENT FAMILY OFFICE, LLC  ·  3 quarters on record

AI Ownership Summary

CAMBIENT FAMILY OFFICE, LLC reported CARRIER GLOBAL CORPORATION (CARR) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.45% in 2026 Q1. The latest visible filing shows CARR at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CARR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CAMBIENT FAMILY OFFICE, LLC's position in CARRIER GLOBAL CORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CARR was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.45% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CAMBIENT FAMILY OFFICE, LLC held CARR — position size vs. price
% of Fund (quarterly)    CARR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 5,802 -51,233 -89.8% 0.05% $426K 2026-08-13 $63.35
2026 Q1 ADDED 57,035 +618 +1.1% 0.45% $3.2M 2026-04-21 $61.27
2025 Q4 INITIATED 56,417 0.43% $3.0M 2026-02-20 $63.68

FAQ About CAMBIENT FAMILY OFFICE, LLC and CARR

These are the practical questions this page is built to answer before you even open the full history table.

How long has CAMBIENT FAMILY OFFICE, LLC reported owning CARR?

CAMBIENT FAMILY OFFICE, LLC reported CARR across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported CARR position in CAMBIENT FAMILY OFFICE, LLC's portfolio?

The largest reported portfolio weight for CARR was 0.45% in 2026 Q1.

What is the latest reported CARR position on this page?

The most recent filing on this page is 2026 Q2, when CAMBIENT FAMILY OFFICE, LLC reported 5,802 shares, equal to 0.05% of portfolio, with an estimated market value of $426K.

What does the chart on this CARR ownership page compare?

The chart compares CAMBIENT FAMILY OFFICE, LLC's quarterly CARR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to CAMBIENT FAMILY OFFICE, LLC Holdings