W.G. Shaheen & Associates DBA Whitney & Co
Position in CARR — CARRIER GLOBAL Corp
CIK 1577001
ROCHESTER, NY
Position in CARR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$264,060
+$61,344 QoQ
Shares Held
3,600
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,137
of 1,624 holders
Holding Since
Sep 2021
13 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026W.G. Shaheen & Associates DBA Whitney & Co holds $264,060 across 1 Building Products & Equipment name. CARR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
This page
|
3,600 | $264,060 |
All Filings in CARR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,060 | 3,600 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $202,716 | 3,600 | Shares | Sole | 2026-05-05 | |
| 2025-09-30 | $214,920 | 3,600 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $263,484 | 3,600 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $249,669 | 3,938 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $268,807 | 3,938 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $316,969 | 3,938 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $253,140 | 4,013 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $233,275 | 4,013 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $230,546 | 4,013 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $221,517 | 4,013 | Shares | Sole | 2023-11-08 | |
| 2021-12-31 | $219,780 | 4,052 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $209,731 | 4,052 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||