BOSTON FAMILY OFFICE LLC
Family OfficePosition in CARR — CARRIER GLOBAL Corp
CIK 1039807
BOSTON, MA
Position in CARR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$497,533
+$107,136 QoQ
Shares Held
6,783
-2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#864
of 1,623 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026BOSTON FAMILY OFFICE LLC holds $6,229,866 across 3 Building Products & Equipment names. CARR ranks #3 (8.0% of the industry book) .
All Filings in CARR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $497,533 | 6,783 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $390,397 | 6,933 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $363,697 | 6,883 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $405,960 | 6,800 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $497,692 | 6,800 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $431,120 | 6,800 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $225,372 | 2,800 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||