Position in CARR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$607,704
+$141,176 QoQ
Shares Held
8,285
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.91%
of 13F equity value
Holder Rank
#809
of 1,624 holders
Holding Since
Sep 2020
24 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, 2026Shakespeare Wealth Management, LLC holds $1,132,240 across 2 Building Products & Equipment names. CARR ranks #1 (53.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
This page
|
8,285 | $607,704 | |
| 2 | CSL |
Carlisle Companies Inc
|
1,446 | $524,536 |
All Filings in CARR
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $607,704 | 8,285 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $466,528 | 8,285 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $437,779 | 8,285 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $494,614 | 8,285 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $606,379 | 8,285 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $525,269 | 8,285 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $565,534 | 8,285 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $670,481 | 8,330 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $522,617 | 8,285 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $481,607 | 8,285 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $475,973 | 8,285 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $457,332 | 8,285 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $411,847 | 8,285 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $379,038 | 8,285 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $341,756 | 8,285 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $294,614 | 8,285 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $295,692 | 8,292 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $380,354 | 8,292 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $449,378 | 8,285 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $428,831 | 8,285 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $402,651 | 8,285 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $349,792 | 8,285 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $312,510 | 8,285 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $253,023 | 8,285 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||