Wealthspire Advisors, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1646247 NEW YORK, NY

Position in CARR

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$310,042

-$204,830 QoQ

Shares Held

5,506

-43.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Mar 31, 2026

Wealthspire Advisors, LLC holds $2,495,626 across 5 Building Products & Equipment names. CARR ranks #4 (12.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	2,858	$1,191,042
2	JCI	Johnson Controls International plc	3,412	$446,801
3	LPX	Louisiana-Pacific Corp	5,804	$422,241
4	CARR	CARRIER GLOBAL Corp This page	5,506	$310,042
5	AIRJ	AirJoule Technologies Corp.	50,000	$125,500

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$310,042	5,506	-43.5%	Shares	Sole	2026-05-01
2025-12-31	$514,872	9,744	+101.2%	Shares	Sole	2026-02-13
2025-09-30	$289,127	4,843	-8.1%	Shares	Sole	2025-11-14
2025-06-30	$385,564	5,268	+12.7%	Shares	Sole	2025-08-11
2025-03-31	$296,458	4,676	+4.5%	Shares	Sole	2025-05-09
2024-12-31	$305,326	4,473	+3.7%	Shares	Sole	2025-02-04
2024-09-30	$347,072	4,312	0.0%	Shares	Sole	2024-11-13
2024-06-30	$272,000	4,312	-50.2%	Shares	Sole	2024-08-08
2024-03-31	$503,289	8,658	-5.2%	Shares	Sole	2024-05-06
2023-12-31	$524,461	9,129	+4.4%	Shares	Sole	2024-02-07
2023-09-30	$482,558	8,742	+0.8%	Shares	Sole	2023-11-06
2023-06-30	$431,234	8,675	-4.6%	Shares	Sole	2023-08-01
2023-03-31	$416,142	9,096	-37.9%	Shares	Sole	2023-05-09
2022-12-31	$604,230	14,648	+12.6%	Shares	Sole	2023-02-14
2022-09-30	$462,600	13,009	+127.9%	Shares	Sole	2022-11-14
2021-12-31	$309,547	5,707	-0.5%	Shares	Sole	2022-02-14
2021-09-30	$296,740	5,733	-39.1%	Shares	Sole	2021-11-15
2021-03-31	$397,627	9,418	+20.9%	Shares	Sole	2021-05-17
2020-12-31	$293,914	7,792	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.