Waldron Private Wealth LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1598180 BRIDGEVILLE, PA

Position in CARR

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$343,131

+$79,713 QoQ

Shares Held

4,678

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,026

of 1,624 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Waldron Private Wealth LLC holds $343,131 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	4,678	$343,131

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$343,131	4,678	0.0%	Shares	Sole	2026-07-20
2026-03-31	$263,418	4,678	+4.5%	Shares	Sole	2026-04-10
2025-12-31	$236,617	4,478	+10.6%	Shares	Sole	2026-01-14
2025-09-30	$241,605	4,047	0.0%	Shares	Sole	2025-10-30
2025-06-30	$296,199	4,047	-4.9%	Shares	Sole	2025-07-31
2025-03-31	$269,830	4,256	-74.3%	Shares	Sole	2025-05-08
2024-12-31	$1,128,473	16,532	+90.5%	Shares	Sole	2025-01-24
2024-09-30	$698,492	8,678	+10.9%	Shares	Sole	2024-10-21
2024-06-30	$493,474	7,823	-2.9%	Shares	Sole	2024-07-31
2024-03-31	$468,237	8,055	+1.7%	Shares	Sole	2024-05-09
2023-12-31	$455,233	7,924	-2.3%	Shares	Sole	2024-08-29
2023-09-30	$447,782	8,112	+0.5%	Shares	Sole	2024-08-29
2023-06-30	$401,209	8,071	-11.1%	Shares	Sole	2024-08-29
2023-03-31	$415,547	9,083	+35.2%	Shares	Sole	2024-08-29
2022-12-31	$238	6,716	0.0%	Shares	Sole	2023-02-08
2022-09-30	$238,820	6,716	-3.7%	Shares	Sole	2022-11-14
2022-06-30	$248,764	6,976	-5.8%	Shares	Sole	2022-08-03
2022-03-31	$339,804	7,408	+19.3%	Shares	Sole	2022-05-04
2021-12-31	$336,721	6,208	+0.0%	Shares	Sole	2022-02-02
2021-09-30	$321,274	6,207	+42.8%	Shares	Sole	2021-11-02
2021-06-30	$211,312	4,348	—	Shares	Sole	2021-08-06
No filing history on record for this holder in this stock.