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BSW Wealth Partners

Position in CARR — CARRIER GLOBAL Corp

CIK 1512601 BOULDER, CO

Position in CARR

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$210,294
-$2,276 QoQ
Shares Held
2,867
-24.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,250
of 1,623 holders
Holding Since
Mar 2022
17 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, 2026

BSW Wealth Partners holds $1,098,355 across 3 Building Products & Equipment names. CARR ranks #2 (19.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 CARR
CARRIER GLOBAL Corp
This page
2,867 $210,294

All Filings in CARR

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17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $210,294 2,867
2026-03-31 $212,570 3,775
2025-12-31 $217,806 4,122
2025-09-30 $303,634 5,086
2025-06-30 $537,726 7,347
2025-03-31 $514,934 8,122
2024-12-31 $381,914 5,595
2024-09-30 $424,987 5,280
2024-06-30 $347,066 5,502
2024-03-31 $318,087 5,472
2023-12-31 $339,472 5,909
2023-09-30 $337,216 6,109
2023-06-30 $315,161 6,340
2023-03-31 $293,760 6,421
2022-12-31 $271,425 6,580
2022-09-30 $235,016 6,609
2022-03-31 $252,927 5,514