Position in CARR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$329,781
+$286,198 QoQ
Shares Held
4,496
+480.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,042
of 1,624 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Heritage Wealth Advisors holds $2,109,114 across 6 Building Products & Equipment names. CARR ranks #2 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
3,415 | $1,677,311 | |
| 2 | CARR |
CARRIER GLOBAL Corp
This page
|
4,496 | $329,781 | |
| 3 | JCI |
Johnson Controls International plc
|
580 | $84,743 | |
| 4 | WMS |
Advanced Drainage Systems, Inc.
|
66 | $10,359 | |
| 5 | OC |
Owens Corning
|
28 | $4,450 | |
| 6 | FBIN |
Fortune Brands Innovations, Inc.
|
45 | $2,470 |
All Filings in CARR
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $329,781 | 4,496 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $43,583 | 774 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $36,988 | 700 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $41,790 | 700 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $51,233 | 700 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $44,380 | 700 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $48,669 | 713 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $57,308 | 712 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $44,156 | 700 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $75,569 | 1,300 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $43,259 | 753 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $38,640 | 700 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $34,797 | 700 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $33,168 | 725 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $29,906 | 725 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $25,781 | 725 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $25,853 | 725 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $33,255 | 725 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $39,324 | 725 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $37,526 | 725 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $35,235 | 725 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,055 | 25 | Shares | Sole | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||