OXFORD FINANCIAL GROUP, LTD. LLC
Position in CARR — CARRIER GLOBAL Corp
CIK 1245862
INDIANAPOLIS, IN
Position in CARR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$437,459
-$101,089 QoQ
Shares Held
5,964
-37.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#916
of 1,618 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026OXFORD FINANCIAL GROUP, LTD. LLC holds $437,459 across 1 Building Products & Equipment name. CARR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
This page
|
5,964 | $437,459 |
All Filings in CARR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,459 | 5,964 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $538,548 | 9,564 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||