TLA
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Tanglewood Legacy Advisors’s Carrier Global CARR Stock Holding History

Tanglewood Legacy Advisors’s Portfolio CARR Stock Details CARR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.9K Hold
335
– – 0.01% 207
2025
Q4 		$17.7K Hold
335
– – 0.01% 210
2025
Q3 		$20K Hold
335
– – 0.01% 218
2025
Q2 		$24.5K Hold
335
– – 0.01% 211
2025
Q1 		$21.2K Hold
335
– – 0.01% 219
2024
Q4 		$22.9K Hold
335
– – 0.01% 217
2024
Q3 		$27K Hold
335
– – 0.01% 195
2024
Q2 		$21.1K Hold
335
– – 0.01% 209
2024
Q1 		$19.5K Hold
335
– – 0.01% 223
2023
Q4 		$19.2K Hold
335
– – 0.01% 215
2023
Q3 		$18.5K Hold
335
– – 0.01% 216
2023
Q2 		$16.7K Hold
335
– – 0.01% 228
2023
Q1 		$15.3K Hold
335
– – 0.01% 219
2022
Q4 		$13.8K Buy
+335
New +$13.6K 0.01% 199

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return