Forvis Mazars Wealth Advisors, LLC
Position in CARR — CARRIER GLOBAL Corp
CIK 1352864
Springfield, MO
Position in CARR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,491,645
+$355,253 QoQ
Shares Held
20,336
+0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#560
of 1,621 holders
Holding Since
Jun 2020
24 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, 2026Forvis Mazars Wealth Advisors, LLC holds $2,114,219 across 2 Building Products & Equipment names. CARR ranks #1 (70.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
This page
|
20,336 | $1,491,645 | |
| 2 | JCI |
Johnson Controls International plc
|
4,261 | $622,574 |
All Filings in CARR
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,491,645 | 20,336 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,136,392 | 20,181 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,066,416 | 20,182 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,192,626 | 19,977 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,464,897 | 20,015 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,277,953 | 20,157 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,206,427 | 17,674 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,420,085 | 17,643 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,252,831 | 19,861 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,099,888 | 36,124 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,009,741 | 17,576 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $998,236 | 18,084 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $927,240 | 18,653 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $597,495 | 13,060 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $575,850 | 13,960 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $496,417 | 13,960 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $523,239 | 14,673 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $431,453 | 9,406 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $510,181 | 9,406 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $545,343 | 10,536 | Shares | Sole | 2021-10-14 | |
| 2021-03-31 | $207,806 | 4,922 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $270,980 | 7,184 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $248,503 | 8,137 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $258,174 | 11,619 | Shares | Sole | 2020-07-15 | |
| No filing history on record for this holder in this stock. | ||||||