Birch Hill Investment Advisors LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1424177 Boston, MA

Position in CARR

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$1,007,442

+$62,082 QoQ

Shares Held

17,891

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

Birch Hill Investment Advisors LLC holds $32,994,080 across 3 Building Products & Equipment names. CARR ranks #3 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSL	Carlisle Companies Inc	49,032	$16,358,055
2	TT	Trane Technologies plc	37,502	$15,628,583
3	CARR	CARRIER GLOBAL Corp This page	17,891	$1,007,442

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,007,442	17,891	0.0%	Shares	Sole	2026-04-29
2025-12-31	$945,360	17,891	-11.0%	Shares	Sole	2026-01-27
2025-09-30	$1,199,432	20,091	0.0%	Shares	Sole	2025-10-23
2025-06-30	$1,470,460	20,091	-3.8%	Shares	Sole	2025-07-30
2025-03-31	$1,324,489	20,891	-1.1%	Shares	Sole	2025-04-18
2024-12-31	$1,442,197	21,128	-1.9%	Shares	Sole	2025-01-28
2024-09-30	$1,732,788	21,528	0.0%	Shares	Sole	2024-10-10
2024-06-30	$1,357,986	21,528	-0.4%	Shares	Sole	2024-07-30
2024-03-31	$1,255,898	21,605	-5.2%	Shares	Sole	2024-05-13
2023-12-31	$1,309,860	22,800	0.0%	Shares	Sole	2024-01-29
2023-09-30	$1,258,560	22,800	+0.5%	Shares	Sole	2023-10-19
2023-06-30	$1,128,168	22,695	-1.5%	Shares	Sole	2023-07-20
2023-03-31	$1,053,851	23,035	-6.8%	Shares	Sole	2023-04-14
2022-12-31	$1,019,700	24,720	+1.3%	Shares	Sole	2023-01-31
2022-09-30	$867,486	24,395	-20.0%	Shares	Sole	2022-10-19
2022-06-30	$1,086,881	30,479	-1.5%	Shares	Sole	2022-07-13
2022-03-31	$1,418,713	30,929	-6.6%	Shares	Sole	2022-04-08
2021-12-31	$1,796,374	33,119	-9.4%	Shares	Sole	2022-02-02
2021-09-30	$1,892,293	36,559	-1.3%	Shares	Sole	2021-10-25
2021-06-30	$1,799,949	37,036	-1.3%	Shares	Sole	2021-07-22
2021-03-31	$1,584,389	37,527	-34.2%	Shares	Sole	2021-04-26
2020-12-31	$2,150,228	57,005	-10.1%	Shares	Sole	2021-01-27
2020-09-30	$1,935,900	63,389	-21.0%	Shares	Sole	2020-10-22
2020-06-30	$1,783,666	80,273	—	Shares	Sole	2020-08-10
No filing history on record for this holder in this stock.