Financial Engines Advisors L.L.C.
Position in CARR — CARRIER GLOBAL Corp
CIK 1420473
SANTA CLARA, CA
Position in CARR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$347,092
+$78,663 QoQ
Shares Held
4,732
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,020
of 1,624 holders
Holding Since
Dec 2024
7 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, 2026Financial Engines Advisors L.L.C. holds $3,527,844 across 2 Building Products & Equipment names. CARR ranks #2 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
6,476 | $3,180,752 | |
| 2 | CARR |
CARRIER GLOBAL Corp
This page
|
4,732 | $347,092 |
All Filings in CARR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,092 | 4,732 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $268,429 | 4,767 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $292,627 | 5,538 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $296,888 | 4,973 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $344,212 | 4,703 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $287,962 | 4,542 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $306,555 | 4,491 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||