Position in CARR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$446,188
+$124,095 QoQ
Shares Held
6,083
+6.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#902
of 1,624 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, 2026Institute for Wealth Management, LLC. holds $2,783,656 across 6 Building Products & Equipment names. CARR ranks #4 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
1,428 | $701,376 | |
| 2 | JCI |
Johnson Controls International plc
|
4,753 | $694,460 | |
| 3 | MAS |
Masco Corp /De/
|
6,801 | $553,397 | |
| 4 | CARR |
CARRIER GLOBAL Corp
This page
|
6,083 | $446,188 | |
| 5 | WMS |
Advanced Drainage Systems, Inc.
|
2,207 | $346,410 | |
| 6 | LII |
Lennox International Inc
|
73 | $41,825 |
All Filings in CARR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $446,188 | 6,083 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $322,093 | 5,720 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $307,423 | 5,818 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $354,319 | 5,935 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $435,700 | 5,953 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $380,019 | 5,994 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $410,993 | 6,021 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $492,598 | 6,120 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $388,951 | 6,166 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $358,429 | 6,166 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $380,089 | 6,616 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $385,130 | 6,977 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $373,670 | 7,517 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $345,275 | 7,547 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $312,633 | 7,579 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $281,350 | 7,912 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $283,532 | 7,951 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $369,161 | 8,048 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $437,771 | 8,071 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $419,721 | 8,109 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $397,062 | 8,170 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $357,012 | 8,456 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $333,595 | 8,844 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $288,664 | 9,452 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $217,867 | 9,805 | Shares | Sole | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||