Plante Moran Financial Advisors, LLC
Position in CARR — CARRIER GLOBAL Corp
CIK 1424717
SOUTHFIELD, MI
Position in CARR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,547
-$14,429 QoQ
Shares Held
62
-81.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,560
of 1,621 holders
Holding Since
Jun 2020
25 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, 2026Plante Moran Financial Advisors, LLC holds $52,284 across 12 Building Products & Equipment names. CARR ranks #3 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NX |
Quanex Building Products CORP
|
1,861 | $34,651 | |
| 2 | JCI |
Johnson Controls International plc
|
38 | $5,552 | |
| 3 | CARR |
CARRIER GLOBAL Corp
This page
|
62 | $4,547 | |
| 4 | MAS |
Masco Corp /De/
|
30 | $2,441 | |
| 5 | AWI |
Armstrong World Industries Inc
|
15 | $2,406 | |
| 6 | TT |
Trane Technologies plc
|
1 | $491 | |
| 7 | GFF |
Griffon Corp
|
5 | $487 | |
| 8 | ARLO |
Arlo Technologies, Inc.
|
27 | $363 |
All Filings in CARR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,547 | 62 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $18,976 | 337 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $33,025 | 625 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $46,446 | 778 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $56,941 | 778 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $31,890 | 503 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $40,136 | 588 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $40,486 | 503 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $56,961 | 903 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $52,491 | 903 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $43,259 | 753 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $41,565 | 753 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $39,320 | 791 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $36,188 | 791 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $44,137 | 1,070 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $28,554 | 803 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $28,634 | 803 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $39,402 | 859 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $56,409 | 1,040 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $476,606 | 9,208 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $40,726 | 838 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $18,492 | 438 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $24,065 | 638 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $37,808 | 1,238 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $27,863 | 1,254 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||