Position in CARR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$398,583
+$81,333 QoQ
Shares Held
5,434
-3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#953
of 1,618 holders
Holding Since
Mar 2026
2 quarters on record
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026APPLETON PARTNERS INC/MA holds $1,265,971 across 2 Building Products & Equipment names. CARR ranks #2 (31.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
1,766 | $867,388 | |
| 2 | CARR |
CARRIER GLOBAL Corp
This page
|
5,434 | $398,583 |
All Filings in CARR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $398,583 | 5,434 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $317,250 | 5,634 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||