Dynamic Advisor Solutions LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1599747 PHOENIX, AZ

Position in CARR

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$425,503

+$107,746 QoQ

Shares Held

5,801

+2.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#928

of 1,618 holders

Holding Since

Jun 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Dynamic Advisor Solutions LLC holds $4,698,054 across 5 Building Products & Equipment names. CARR ranks #5 (9.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMS	Advanced Drainage Systems, Inc.	14,329	$2,249,079
2	JCI	Johnson Controls International plc	4,804	$701,912
3	AWI	Armstrong World Industries Inc	4,362	$699,752
4	TT	Trane Technologies plc	1,266	$621,808
5	CARR	CARRIER GLOBAL Corp This page	5,801	$425,503

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$425,503	5,801	+2.8%	Shares	Sole	2026-07-07
2026-03-31	$317,757	5,643	+4.2%	Shares	Sole	2026-04-08
2025-12-31	$286,128	5,415	+1.6%	Shares	Sole	2026-01-09
2025-09-30	$318,081	5,328	+6.7%	Shares	Sole	2025-10-09
2025-06-30	$365,364	4,992	-1.4%	Shares	Sole	2025-07-09
2025-03-31	$320,994	5,063	+0.2%	Shares	Sole	2025-04-17
2024-12-31	$344,849	5,052	-25.7%	Shares	Sole	2025-01-21
2024-09-30	$547,332	6,800	-4.5%	Shares	Sole	2024-10-07
2024-06-30	$449,066	7,119	-7.1%	Shares	Sole	2024-07-15
2024-03-31	$445,275	7,660	+1.1%	Shares	Sole	2024-04-12
2023-12-31	$435,241	7,576	+8.8%	Shares	Sole	2024-01-10
2023-09-30	$384,302	6,962	+32.7%	Shares	Sole	2023-10-11
2023-06-30	$260,828	5,247	+7.6%	Shares	Sole	2023-08-03
2023-03-31	$223,077	4,876	-1.8%	Shares	Sole	2023-04-11
2021-12-31	$269,247	4,964	-8.2%	Shares	Sole	2022-01-26
2021-09-30	$280,021	5,410	+7.8%	Shares	Sole	2021-10-28
2021-06-30	$243,923	5,019	-15.2%	Shares	Sole	2021-08-10
2021-03-31	$249,942	5,920	-43.8%	Shares	Sole	2021-04-27
2020-12-31	$397,003	10,525	+9.7%	Shares	Sole	2021-02-03
2020-06-30	$213,156	9,593	—	Shares	Sole	2020-08-05
No filing history on record for this holder in this stock.