HALBERT HARGROVE GLOBAL ADVISORS, LLC
Position in CARR — CARRIER GLOBAL Corp
CIK 1484205
LONG BEACH, CA
Position in CARR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$8,948
+$2,417 QoQ
Shares Held
122
+5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,520
of 1,621 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $43,872 across 4 Building Products & Equipment names. CARR ranks #2 (20.4% of the industry book) .
All Filings in CARR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,948 | 122 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $6,531 | 116 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $6,129 | 116 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $13,910 | 233 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $8,490 | 116 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $7,608 | 120 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $7,918 | 116 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||