Choate Investment Advisors

Position in CARR — CARRIER GLOBAL Corp

CIK 1399794 BOSTON, MA

Position in CARR

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,324,554

+$280,117 QoQ

Shares Held

18,058

-2.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#587

of 1,621 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Industrials · as of Jun 30, 2026

Choate Investment Advisors holds $2,228,221 across 3 Building Products & Equipment names. CARR ranks #1 (59.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CARR	CARRIER GLOBAL Corp This page	18,058	$1,324,554
2	TT	Trane Technologies plc	1,399	$687,132
3	JCI	Johnson Controls International plc	1,482	$216,535

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,324,554	18,058	-2.6%	Shares	Sole	2026-08-11
2026-03-31	$1,044,437	18,548	+10.8%	Shares	Sole	2026-05-13
2025-12-31	$884,647	16,742	+16.7%	Shares	Sole	2026-02-09
2025-09-30	$856,157	14,341	0.0%	Shares	Sole	2025-11-10
2025-06-30	$1,049,617	14,341	-0.6%	Shares	Sole	2025-08-12
2025-03-31	$914,862	14,430	-22.7%	Shares	Sole	2025-05-14
2024-12-31	$1,273,799	18,661	+35.7%	Shares	Sole	2025-02-10
2024-09-30	$1,107,139	13,755	-1.6%	Shares	Sole	2024-11-13
2024-06-30	$881,606	13,976	-0.5%	Shares	Sole	2024-08-08
2024-03-31	$816,610	14,048	-29.9%	Shares	Sole	2024-05-07
2023-12-31	$1,151,700	20,047	-1.3%	Shares	Sole	2024-02-14
2023-09-30	$1,121,277	20,313	+1.9%	Shares	Sole	2023-10-30
2023-06-30	$991,267	19,941	-0.3%	Shares	Sole	2023-08-01
2023-03-31	$915,045	20,001	-16.3%	Shares	Sole	2023-05-15
2022-12-31	$986,163	23,907	+0.8%	Shares	Sole	2023-02-14
2022-09-30	$843,767	23,728	-0.8%	Shares	Sole	2022-11-14
2022-06-30	$853,165	23,925	-53.5%	Shares	Sole	2022-08-11
2022-03-31	$2,359,873	51,447	+156.5%	Shares	Sole	2022-04-29
2021-12-31	$1,087,891	20,057	-0.5%	Shares	Sole	2022-02-07
2021-09-30	$1,043,792	20,166	-0.6%	Shares	Sole	2021-11-04
2021-06-30	$985,899	20,286	-9.4%	Shares	Sole	2021-07-30
2021-03-31	$945,432	22,393	-3.2%	Shares	Sole	2021-05-07
2020-12-31	$872,463	23,130	-4.5%	Shares	Sole	2021-02-08
2020-09-30	$739,526	24,215	-3.2%	Shares	Sole	2020-10-26
2020-06-30	$555,922	25,019	—	Shares	Sole	2020-07-23
No filing history on record for this holder in this stock.