Pinnacle Wealth Management Advisory Group, LLC
Position in CARR — CARRIER GLOBAL Corp
CIK 1631864
RED BANK, NJ
Position in CARR
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$364,213
+$46,751 QoQ
Shares Held
6,468
+7.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Pinnacle Wealth Management Advisory Group, LLC holds $1,235,895 across 3 Building Products & Equipment names.
All Filings in CARR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $364,213 | 6,468 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $317,462 | 6,008 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $326,499 | 5,469 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $405,033 | 5,534 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $344,008 | 5,426 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $361,982 | 5,303 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $426,918 | 5,304 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $336,405 | 5,333 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $296,928 | 5,108 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $288,456 | 5,021 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $278,263 | 5,041 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $249,792 | 5,025 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $238,723 | 5,218 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||