Prospera Financial Services Inc

Position in CARR — CARRIER GLOBAL Corp

CIK 1541625 Dallas, TX

Position in CARR

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$615,406

+$197,924 QoQ

Shares Held

8,390

+13.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#800

of 1,618 holders

Holding Since

Sep 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Prospera Financial Services Inc holds $6,042,675 across 4 Building Products & Equipment names. CARR ranks #4 (10.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSL	Carlisle Companies Inc	6,577	$2,385,806
2	TT	Trane Technologies plc	3,668	$1,801,574
3	JCI	Johnson Controls International plc	8,486	$1,239,889
4	CARR	CARRIER GLOBAL Corp This page	8,390	$615,406

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$615,406	8,390	+13.2%	Shares	Sole	2026-07-15
2026-03-31	$417,482	7,414	-13.9%	Shares	Sole	2026-04-14
2025-12-31	$455,216	8,615	-2.3%	Shares	Sole	2026-02-09
2025-09-30	$526,554	8,820	-6.7%	Shares	Sole	2025-11-06
2025-06-30	$692,084	9,456	-1.4%	Shares	Sole	2025-08-06
2025-03-31	$608,259	9,594	-0.2%	Shares	Sole	2025-05-15
2024-12-31	$656,319	9,615	+2.3%	Shares	Sole	2025-02-13
2024-09-30	$756,203	9,395	-2.0%	Shares	Sole	2024-11-07
2024-06-30	$604,811	9,588	+5.2%	Shares	Sole	2024-08-13
2024-03-31	$530,029	9,118	-11.4%	Shares	Sole	2024-08-13
2023-12-31	$591,390	10,294	-35.2%	Shares	Sole	2024-02-14
2023-09-30	$877,183	15,891	+1.3%	Shares	Sole	2023-11-13
2023-06-30	$780,148	15,694	+2.0%	Shares	Sole	2023-08-08
2023-03-31	$703,909	15,386	+0.7%	Shares	Sole	2023-05-12
2022-12-31	$630,217	15,278	+89.3%	Shares	Sole	2023-02-08
2022-09-30	$287,004	8,071	-3.0%	Shares	Sole	2022-10-27
2022-06-30	$296,726	8,321	-19.5%	Shares	Sole	2022-08-08
2022-03-31	$474,433	10,343	-0.4%	Shares	Sole	2022-05-04
2021-12-31	$563,228	10,384	+1.8%	Shares	Sole	2022-02-10
2021-09-30	$527,744	10,196	-64.7%	Shares	Sole	2021-11-12
2020-12-31	$1,089,768	28,891	+804.8%	Shares	Sole	2021-02-12
2020-09-30	$97,514	3,193	—	Shares	Sole	2020-11-04
No filing history on record for this holder in this stock.