Position in CARR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$342,617
+$106,397 QoQ
Shares Held
4,671
+11.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,025
of 1,621 holders
Holding Since
Dec 2022
8 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, 2026Avidian Wealth Enterprises, LLC holds $1,511,862 across 3 Building Products & Equipment names. CARR ranks #3 (22.7% of the industry book) .
All Filings in CARR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,617 | 4,671 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $236,220 | 4,195 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $219,233 | 4,149 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $263,456 | 4,413 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $273,803 | 3,741 | Shares | Sole | 2025-07-30 | |
| 2024-09-30 | $205,249 | 2,550 | Shares | Sole | 2024-10-30 | |
| 2023-03-31 | $416,965 | 9,114 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $338,373 | 8,203 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||