Avantax Planning Partners, Inc.

Position in CARR — CARRIER GLOBAL Corp

CIK 1005441 DUBUQUE, IA

Position in CARR

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$454,403

+$96,891 QoQ

Shares Held

6,195

-2.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#883

of 1,618 holders

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Avantax Planning Partners, Inc. holds $1,972,874 across 3 Building Products & Equipment names. CARR ranks #2 (23.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	2,679	$1,315,817
2	CARR	CARRIER GLOBAL Corp This page	6,195	$454,403
3	JCI	Johnson Controls International plc	1,387	$202,654

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$454,403	6,195	-2.4%	Shares	Sole	2026-07-28
2026-03-31	$357,512	6,349	+62.2%	Shares	Sole	2026-05-04
2025-09-30	$233,665	3,914	+15.6%	Shares	Sole	2025-10-31
2025-06-30	$247,894	3,387	-0.3%	Shares	Sole	2025-08-11
2025-03-31	$215,306	3,396	+0.4%	Shares	Sole	2025-04-29
2024-12-31	$230,787	3,381	+15.5%	Shares	Sole	2025-02-07
2024-09-30	$235,594	2,927	-35.3%	Shares	Sole	2024-11-14
2024-03-31	$262,921	4,523	-31.4%	Shares	Sole	2024-05-03
2023-12-31	$378,882	6,595	+10.3%	Shares	Sole	2024-02-09
2023-09-30	$330,151	5,981	-12.2%	Shares	Sole	2023-11-06
2023-06-30	$338,773	6,815	+3.1%	Shares	Sole	2023-07-18
2023-03-31	$302,453	6,611	+2.5%	Shares	Sole	2023-04-21
2022-12-31	$266,103	6,451	+7.8%	Shares	Sole	2023-02-10
2022-09-30	$212,862	5,986	+1.7%	Shares	Sole	2022-10-14
2022-06-30	$209,859	5,885	-11.0%	Shares	Sole	2022-07-18
2022-03-31	$303,154	6,609	-0.5%	Shares	Sole	2022-05-09
2021-12-31	$360,099	6,639	+13.1%	Shares	Sole	2022-01-28
2021-09-30	$303,831	5,870	+3.1%	Shares	Sole	2021-10-27
2021-06-30	$276,825	5,696	0.0%	Shares	Sole	2021-08-10
2021-03-31	$240,485	5,696	-1.2%	Shares	Sole	2021-05-06
2020-12-31	$217,531	5,767	-35.1%	Shares	Sole	2021-02-04
2020-09-30	$271,195	8,880	-10.3%	Shares	Sole	2020-10-28
2020-06-30	$220,022	9,902	—	Shares	Sole	2020-07-15
No filing history on record for this holder in this stock.