Avior Wealth Management, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1599868 OMAHA, NE

Position in CARR

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

Position Value

$267,214

+$103,254 QoQ

Shares Held

3,643

+51.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,133

of 1,624 holders

Holding Since

Jun 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Avior Wealth Management, LLC holds $2,534,954 across 4 Building Products & Equipment names. CARR ranks #4 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSL	Carlisle Companies Inc	3,123	$1,132,868
2	JCI	Johnson Controls International plc	4,325	$631,925
3	TT	Trane Technologies plc	1,024	$502,947
4	CARR	CARRIER GLOBAL Corp This page	3,643	$267,214

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$267,214	3,643	+51.7%	Shares	Sole	2026-07-07
2024-12-31	$163,960	2,402	+1.5%	Shares	Sole	2025-01-17
2024-09-30	$190,519	2,367	+1.1%	Shares	Sole	2024-11-08
2024-06-30	$147,670	2,341	-58.6%	Shares	Sole	2024-08-13
2024-03-31	$328,841	5,657	+342.6%	Shares	Sole	2024-04-30
2023-12-31	$73,421	1,278	+30.0%	Shares	Sole	2024-01-30
2023-09-30	$54,261	983	+41.2%	Shares	Sole	2023-10-17
2023-06-30	$34,598	696	-10.7%	Shares	Sole	2023-07-19
2023-03-31	$35,639	779	+95.2%	Shares	Sole	2023-05-10
2022-12-31	$16,458	399	0.0%	Shares	Sole	2023-02-14
2022-09-30	$14,188	399	+34.3%	Shares	Sole	2022-10-26
2022-06-30	$10,591	297	0.0%	Shares	Sole	2022-08-10
2022-03-31	$13,623	297	0.0%	Shares	Sole	2022-05-13
2021-12-31	$16,109	297	-36.5%	Shares	Sole	2022-02-14
2021-09-30	$24,223	468	+271.4%	Shares	Sole	2021-11-02
2021-06-30	$6,123	126	0.0%	Shares	Sole	2021-07-27
2021-03-31	$5,319	126	+1475.0%	Shares	Sole	2021-05-11
2020-12-31	$301	8	-86.2%	Shares	Sole	2021-02-09
2020-09-30	$1,771	58	0.0%	Shares	Sole	2020-10-20
2020-06-30	$1,288	58	—	Shares	Sole	2020-07-02
No filing history on record for this holder in this stock.