Position in CARR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$14,757,506
+$3,701,714 QoQ
Shares Held
201,193
+2.5% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#198
of 1,624 holders
Holding Since
Sep 2022
16 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, 2026Segment Wealth Management, LLC holds $17,873,468 across 4 Building Products & Equipment names. CARR ranks #1 (82.6% of the industry book) .
All Filings in CARR
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,757,506 | 201,193 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $11,055,792 | 196,338 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $9,663,590 | 182,884 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $11,099,782 | 185,926 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $13,454,224 | 183,826 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $11,726,337 | 184,958 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $12,561,273 | 184,021 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $14,782,471 | 183,656 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $11,612,397 | 184,090 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $10,540,596 | 181,328 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $9,937,930 | 172,984 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $9,237,112 | 167,339 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $8,247,932 | 165,921 | Shares | Sole | 2023-08-22 | |
| 2023-03-31 | $7,689,843 | 168,084 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $6,718,222 | 162,866 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $6,017,783 | 169,229 | Shares | Sole | 2022-10-24 | |
| No filing history on record for this holder in this stock. | ||||||