Position in CARR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$302,935
+$45,628 QoQ
Shares Held
4,130
-4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,077
of 1,618 holders
Holding Since
Sep 2024
6 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, 2026BIP Wealth, LLC holds $578,936 across 2 Building Products & Equipment names. CARR ranks #1 (52.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
This page
|
4,130 | $302,935 | |
| 2 | JCI |
Johnson Controls International plc
|
1,889 | $276,001 |
All Filings in CARR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,935 | 4,130 | Shares | Sole | 2026-08-03 | |
| 2025-09-30 | $257,307 | 4,310 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $289,246 | 3,952 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $249,162 | 3,930 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $296,589 | 4,345 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $416,535 | 5,175 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||