United Asset Strategies, Inc.

Position in CARR — CARRIER GLOBAL Corp

CIK 1539948 GARDEN CITY, NY

Position in CARR

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$293,620

New position

Shares Held

4,003

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,088

of 1,618 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 5% Shared 0% None 95%

Industrials · as of Jun 30, 2026

United Asset Strategies, Inc. holds $1,609,244 across 3 Building Products & Equipment names. CARR ranks #3 (18.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	1,818	$892,928
2	JCI	Johnson Controls International plc	2,893	$422,696
3	CARR	CARRIER GLOBAL Corp This page	4,003	$293,620

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$293,620	4,003	—	Shares	Sole	2026-07-13
No filing history on record for this holder in this stock.