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Equibles

Wealthspire Advisors, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1646247 NEW YORK, NY
Back to CARR Full portfolio

Position in CARR

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$814,038
+$503,996 QoQ
Shares Held
11,098
+101.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#726
of 1,636 holders
Holding Since
Dec 2020
20 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CARR Over Time

Shares Held

Position Value (USD)

Position in Building Products & Equipment

Industrials · as of Jun 30, 2026

Wealthspire Advisors, LLC holds $3,815,624 across 5 Building Products & Equipment names. CARR ranks #2 (21.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TT
Trane Technologies plc
 3,091 $1,518,175
2 CARR
CARRIER GLOBAL Corp
This page 		11,098 $814,038
3 JCI
Johnson Controls International plc
 5,094 $744,284
4 LPX
Louisiana-Pacific Corp
 5,875 $462,127
5 AIRJ
AirJoule Technologies Corp.
 50,000 $277,000

All Filings in CARR

Export CSV
20 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $814,038 11,098
2026-03-31 $310,042 5,506
2025-12-31 $514,872 9,744
2025-09-30 $289,127 4,843
2025-06-30 $385,564 5,268
2025-03-31 $296,458 4,676
2024-12-31 $305,326 4,473
2024-09-30 $347,072 4,312
2024-06-30 $272,000 4,312
2024-03-31 $503,289 8,658
2023-12-31 $524,461 9,129
2023-09-30 $482,558 8,742
2023-06-30 $431,234 8,675
2023-03-31 $416,142 9,096
2022-12-31 $604,230 14,648
2022-09-30 $462,600 13,009
2021-12-31 $309,547 5,707
2021-09-30 $296,740 5,733
2021-03-31 $397,627 9,418
2020-12-31 $293,914 7,792