Evercore Wealth Management, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1482689 New York, NY

Position in CARR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,936,146

+$449,788 QoQ

Shares Held

26,396

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#494

of 1,618 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Industrials · as of Jun 30, 2026

Evercore Wealth Management, LLC holds $72,125,416 across 5 Building Products & Equipment names. CARR ranks #2 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLDR	Builders FirstSource, Inc.	769,146	$68,823,182
2	CARR	CARRIER GLOBAL Corp This page	26,396	$1,936,146
3	TT	Trane Technologies plc	1,316	$646,366
4	JCI	Johnson Controls International plc	3,188	$465,797
5	CSL	Carlisle Companies Inc	700	$253,925

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,936,146	26,396	0.0%	Shares	Sole	2026-08-14
2026-03-31	$1,486,358	26,396	-46.2%	Shares	Sole	2026-05-15
2025-12-31	$2,591,430	49,043	-8.8%	Shares	Sole	2026-02-17
2025-09-30	$3,211,261	53,790	+1.7%	Shares	Sole	2025-11-14
2025-06-30	$3,870,505	52,883	-0.2%	Shares	Other	2025-08-14
2025-03-31	$3,359,248	52,985	-0.7%	Shares	Other	2025-05-15
2024-12-31	$3,640,645	53,335	-1.8%	Shares	Sole	2025-02-14
2024-09-30	$4,373,423	54,335	-0.9%	Shares	Other	2024-11-14
2024-06-30	$3,457,730	54,815	0.0%	Shares	Defined	2024-08-14
2024-03-31	$3,186,395	54,815	-5.2%	Shares	Defined	2024-05-15
2023-12-31	$3,321,816	57,821	-0.8%	Shares	Defined	2024-02-14
2023-09-30	$3,217,662	58,291	+1.5%	Shares	Defined	2023-11-14
2023-06-30	$2,855,142	57,436	+1.5%	Shares	Sole	2023-08-04
2023-03-31	$2,587,986	56,568	+0.4%	Shares	Defined	2023-05-15
2022-12-31	$2,323,035	56,316	-2.0%	Shares	Sole	2023-02-14
2022-09-30	$2,044,202	57,486	+0.8%	Shares	Sole	2022-11-14
2022-06-30	$2,034,402	57,050	-0.9%	Shares	Defined	2022-08-15
2022-03-31	$2,641,423	57,585	-0.9%	Shares	Other	2022-05-16
2021-12-31	$3,151,505	58,103	-1.7%	Shares	Defined	2022-02-14
2021-09-30	$3,060,671	59,132	+0.2%	Shares	Defined	2021-11-15
2021-06-30	$2,868,857	59,030	-0.0%	Shares	Other	2021-08-16
2021-03-31	$2,493,090	59,050	-5.0%	Shares	Other	2021-05-17
2020-12-31	$2,344,560	62,157	-5.7%	Shares	Other	2021-02-16
2020-09-30	$2,013,013	65,914	-4.9%	Shares	Sole	2020-11-16
2020-06-30	$1,539,556	69,287	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.