Ellevest, Inc.

Position in CARR — CARRIER GLOBAL Corp

CIK 1644128 NEW YORK, NY

Position in CARR

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$412,080

+$173,326 QoQ

Shares Held

5,618

+32.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#941

of 1,618 holders

Holding Since

Jun 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Ellevest, Inc. holds $1,741,824 across 4 Building Products & Equipment names. CARR ranks #2 (23.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPXC	SPX Technologies, Inc.	2,608	$639,403
2	CARR	CARRIER GLOBAL Corp This page	5,618	$412,080
3	TT	Trane Technologies plc	713	$350,197
4	JCI	Johnson Controls International plc	2,328	$340,144

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$412,080	5,618	+32.5%	Shares	Sole	2026-08-10
2026-03-31	$238,754	4,240	-13.1%	Shares	Sole	2026-05-11
2025-09-30	$291,156	4,877	+21.3%	Shares	Sole	2025-11-14
2025-06-30	$294,296	4,021	+7.6%	Shares	Sole	2025-08-05
2025-03-31	$236,925	3,737	+10.5%	Shares	Sole	2025-05-14
2024-12-31	$230,855	3,382	-0.8%	Shares	Sole	2025-02-14
2024-09-30	$274,390	3,409	-14.8%	Shares	Sole	2024-11-13
2024-06-30	$252,446	4,002	+2.9%	Shares	Sole	2024-08-14
2024-03-31	$226,125	3,890	+3.8%	Shares	Sole	2024-05-13
2023-12-31	$215,207	3,746	+31.7%	Shares	Sole	2024-02-06
2023-03-31	$130,158	2,845	+15.6%	Shares	Sole	2023-05-04
2022-12-31	$101,557	2,462	-20.3%	Shares	Sole	2023-02-03
2022-09-30	$109,844	3,089	-9.1%	Shares	Sole	2022-11-02
2022-06-30	$121,137	3,397	+12.8%	Shares	Sole	2022-07-18
2022-03-31	$138,160	3,012	-62.5%	Shares	Sole	2022-04-19
2021-12-31	$436,035	8,039	+4.5%	Shares	Sole	2022-01-24
2021-09-30	$398,034	7,690	+6.8%	Shares	Sole	2021-10-19
2021-06-30	$350,065	7,203	+17.4%	Shares	Sole	2021-07-13
2021-03-31	$259,061	6,136	+163.7%	Shares	Sole	2021-05-03
2020-12-31	$87,774	2,327	+53.7%	Shares	Sole	2021-02-04
2020-09-30	$46,237	1,514	+31.7%	Shares	Sole	2020-10-26
2020-06-30	$25,553	1,150	—	Shares	Sole	2020-07-06
No filing history on record for this holder in this stock.