MONETA GROUP INVESTMENT ADVISORS LLC
Position in CARR — CARRIER GLOBAL Corp
CIK 1120927
ST LOUIS, MO
Position in CARR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$909,246
+$252,165 QoQ
Shares Held
12,396
+6.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#687
of 1,618 holders
Holding Since
Mar 2021
22 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, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $4,316,331 across 6 Building Products & Equipment names. CARR ranks #2 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
3,431 | $1,685,169 | |
| 2 | CARR |
CARRIER GLOBAL Corp
This page
|
12,396 | $909,246 | |
| 3 | CSL |
Carlisle Companies Inc
|
1,972 | $715,343 | |
| 4 | BLDR |
Builders FirstSource, Inc.
|
5,462 | $488,739 | |
| 5 | MAS |
Masco Corp /De/
|
3,872 | $315,064 | |
| 6 | AWI |
Armstrong World Industries Inc
|
1,264 | $202,770 |
All Filings in CARR
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $909,246 | 12,396 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $657,081 | 11,669 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $855,321 | 16,187 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $981,527 | 16,441 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,208,659 | 16,514 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $780,010 | 12,303 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,046,971 | 15,338 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $971,755 | 12,073 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $756,455 | 11,992 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $628,327 | 10,809 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $463,219 | 8,063 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $443,200 | 8,029 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $398,276 | 8,012 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $368,241 | 8,049 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $283,057 | 6,862 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $356,986 | 10,039 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $417,008 | 11,694 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $485,992 | 10,595 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $572,991 | 10,564 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $559,008 | 10,800 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $565,023 | 11,626 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $496,000 | 11,748 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||