Ownership history in SHEETS SMITH WEALTH MANAGEMENT · 14 quarters on record
This page tracks every 13F SEC filing in which SHEETS SMITH WEALTH MANAGEMENT reported a position in CARRIER GLOBAL CORPORATION (CARR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 4,343 | — | 0% | 0.03% | $259K | $59.22 |
| 2025 Q2 | UNCHANGED | 4,343 | — | 0% | 0.04% | $318K | $72.39 |
| 2025 Q1 | UNCHANGED | 4,343 | — | 0% | 0.03% | $275K | $62.50 |
| 2024 Q4 | UNCHANGED | 4,343 | — | 0% | 0.04% | $296K | $67.29 |
| 2024 Q3 | UNCHANGED | 4,343 | — | 0% | 0.04% | $350K | $78.87 |
| 2024 Q2 | ADDED | 4,343 | +1 | +0.0% | 0.03% | $274K | $61.81 |
| 2024 Q1 | ADDED | 4,342 | +550 | +14.5% | 0.03% | $252K | $56.62 |
| 2023 Q4 | UNCHANGED | 3,792 | — | 0% | 0.03% | $218K | $55.96 |
| 2023 Q3 | REDUCED | 3,792 | -826 | -17.9% | 0.03% | $209K | $53.37 |
| 2022 Q1 | REDUCED | 4,618 | -20 | -0.4% | 0.03% | $212K | $43.26 |
As of 2025 Q4 — sorted by position size