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Modera Wealth Management, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1542143 WESTWOOD, NJ

Position in CARR

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$1,808,590
+$404,613 QoQ
Shares Held
24,657
-1.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#508
of 1,624 holders
Holding Since
Dec 2021
14 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

Modera Wealth Management, LLC holds $2,774,721 across 3 Building Products & Equipment names. CARR ranks #1 (65.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CARR
CARRIER GLOBAL Corp
This page
24,657 $1,808,590

All Filings in CARR

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14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,808,590 24,657
2026-03-31 $1,403,977 24,933
2025-12-31 $1,121,053 21,216
2025-09-30 $1,292,743 21,654
2025-06-30 $1,620,938 22,147
2025-03-31 $1,375,970 21,703
2024-12-31 $1,491,207 21,846
2024-09-30 $1,751,140 21,756
2024-06-30 $1,372,368 21,756
2024-03-31 $1,217,649 20,947
2023-12-31 $1,199,498 20,879
2023-09-30 $1,164,664 21,099
2023-06-30 $878,325 17,669
2021-12-31 $553,573 10,206