GRIMES & Co WEALTH MANAGEMENT, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1321993 WESTBOROUGH, MA

Position in CARR

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$861,348

+$204,605 QoQ

Shares Held

11,743

+0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#710

of 1,624 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

GRIMES & Co WEALTH MANAGEMENT, LLC holds $5,267,562 across 3 Building Products & Equipment names. CARR ranks #3 (16.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JCI	Johnson Controls International plc	21,447	$3,133,620
2	TT	Trane Technologies plc	2,591	$1,272,594
3	CARR	CARRIER GLOBAL Corp This page	11,743	$861,348

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$861,348	11,743	+0.7%	Shares	Other	2026-07-17
2026-03-31	$656,743	11,663	-0.3%	Shares	Sole	2026-04-21
2025-12-31	$618,228	11,700	-0.1%	Shares	Sole	2026-02-03
2025-09-30	$698,967	11,708	-0.4%	Shares	Sole	2025-10-27
2025-06-30	$860,568	11,758	+0.4%	Shares	Sole	2025-07-22
2025-03-31	$742,604	11,713	+5.8%	Shares	Sole	2025-04-17
2024-12-31	$755,774	11,072	-0.8%	Shares	Sole	2025-01-21
2024-09-30	$898,509	11,163	+0.6%	Shares	Sole	2024-10-22
2024-06-30	$699,809	11,094	-0.6%	Shares	Sole	2024-07-22
2024-03-31	$649,021	11,165	+5.1%	Shares	Sole	2024-04-17
2023-12-31	$610,406	10,625	-0.5%	Shares	Sole	2024-01-24
2023-09-30	$589,315	10,676	-0.1%	Shares	Sole	2023-10-19
2023-06-30	$531,350	10,689	+0.4%	Shares	Sole	2023-07-19
2023-03-31	$487,054	10,646	+0.0%	Shares	Sole	2023-04-20
2022-12-31	$438,941	10,641	-3.2%	Shares	Sole	2023-01-25
2022-09-30	$390,804	10,990	+3.2%	Shares	Sole	2022-10-28
2022-06-30	$379,779	10,650	+0.3%	Shares	Sole	2022-07-22
2022-03-31	$486,818	10,613	-14.0%	Shares	Sole	2022-05-06
2021-12-31	$668,996	12,334	+0.5%	Shares	Sole	2022-02-01
2021-09-30	$635,095	12,270	+0.0%	Shares	Sole	2021-11-08
2021-06-30	$596,224	12,268	-1.4%	Shares	Sole	2021-08-04
2021-03-31	$525,512	12,447	+3.2%	Shares	Sole	2021-05-12
2020-12-31	$454,827	12,058	-2.5%	Shares	Sole	2021-02-02
2020-09-30	$377,718	12,368	+10.1%	Shares	Sole	2020-11-12
2020-06-30	$249,663	11,236	—	Shares	Sole	2020-07-31
No filing history on record for this holder in this stock.