Position in CARR
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$7,727,789
+$1,803,414 QoQ
Shares Held
105,355
+0.1% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
2.64%
of 13F equity value
Holder Rank
#279
of 1,624 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026HALL LAURIE J TRUSTEE holds $8,103,526 across 2 Building Products & Equipment names. CARR ranks #1 (95.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
This page
|
105,355 | $7,727,789 | |
| 2 | TT |
Trane Technologies plc
|
765 | $375,737 |
All Filings in CARR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,727,789 | 105,355 | Shares | Defined | 2026-07-09 | |
| 2026-03-31 | $5,924,375 | 105,210 | Shares | Defined | 2026-04-06 | |
| 2025-12-31 | $5,382,546 | 101,865 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $5,678,902 | 95,124 | Shares | Defined | 2025-10-14 | |
| 2025-06-30 | $7,022,946 | 95,955 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $6,053,432 | 95,480 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $6,645,450 | 97,355 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $8,152,829 | 101,290 | Shares | Other | 2024-10-08 | |
| 2024-06-30 | $6,291,598 | 99,740 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $5,781,898 | 99,465 | Shares | Other | 2024-04-23 | |
| 2023-12-31 | $5,770,563 | 100,445 | Shares | Other | 2024-01-11 | |
| 2023-09-30 | $5,560,296 | 100,730 | Shares | Other | 2023-10-12 | |
| 2023-06-30 | $5,006,045 | 100,705 | Shares | Other | 2023-07-14 | |
| 2023-03-31 | $4,539,314 | 99,220 | Shares | Other | 2023-04-07 | |
| 2022-12-31 | $3,869,042 | 93,795 | Shares | Other | 2023-01-11 | |
| 2022-09-30 | $3,092,118 | 86,955 | Shares | Other | 2022-10-11 | |
| 2022-06-30 | $2,651,140 | 74,345 | Shares | Other | 2022-07-06 | |
| 2022-03-31 | $2,972,832 | 64,810 | Shares | Other | 2022-04-06 | |
| 2021-12-31 | $3,268,229 | 60,255 | Shares | Other | 2022-01-05 | |
| 2021-09-30 | $3,097,576 | 59,845 | Shares | Other | 2021-10-04 | |
| 2021-06-30 | $2,879,307 | 59,245 | Shares | Other | 2021-07-07 | |
| 2021-03-31 | $2,404,638 | 56,955 | Shares | Other | 2021-04-15 | |
| 2020-12-31 | $2,057,813 | 54,555 | Shares | Other | 2021-01-25 | |
| 2020-09-30 | $1,398,271 | 45,785 | Shares | Other | 2020-10-09 | |
| No filing history on record for this holder in this stock. | ||||||