Dakota Wealth Management

Position in CARR — CARRIER GLOBAL Corp

CIK 1631353 PALM BEACH GARDENS, FL

Position in CARR

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

Position Value

$949,882

+$198,482 QoQ

Shares Held

12,950

-3.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#671

of 1,624 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Dakota Wealth Management holds $11,028,433 across 5 Building Products & Equipment names. CARR ranks #2 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JCI	Johnson Controls International plc	57,601	$8,416,082
2	CARR	CARRIER GLOBAL Corp This page	12,950	$949,882
3	TT	Trane Technologies plc	1,587	$779,470
4	CSL	Carlisle Companies Inc	1,390	$504,222
5	MAS	Masco Corp /De/	4,655	$378,777

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$949,882	12,950	-3.0%	Shares	Defined	2026-08-07
2026-03-31	$751,400	13,344	-27.2%	Shares	Defined	2026-05-07
2025-12-31	$968,345	18,326	-3.5%	Shares	Defined	2026-01-13
2025-09-30	$1,133,941	18,994	-32.4%	Shares	Defined	2025-11-10
2025-06-30	$2,055,321	28,082	+4.9%	Shares	Defined	2025-07-16
2025-03-31	$1,697,218	26,770	+20.4%	Shares	Defined	2025-05-02
2024-12-31	$1,517,761	22,235	+18.5%	Shares	Sole	2025-01-17
2024-09-30	$1,509,750	18,757	-34.6%	Shares	Sole	2024-10-23
2024-06-30	$1,808,377	28,668	+1.1%	Shares	Sole	2024-07-22
2024-03-31	$1,647,869	28,348	—	Shares	Sole	2024-04-24
No filing history on record for this holder in this stock.