PERSONAL CFO SOLUTIONS, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1677501 CHESTER, NJ

Position in CARR

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,827,295

+$438,071 QoQ

Shares Held

24,912

+1.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#504

of 1,618 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Industrials · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $3,199,522 across 4 Building Products & Equipment names. CARR ranks #1 (57.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CARR	CARRIER GLOBAL Corp This page	24,912	$1,827,295
2	TT	Trane Technologies plc	1,065	$523,085
3	JCI	Johnson Controls International plc	3,068	$448,265
4	AAON	Aaon, Inc.	3,160	$400,877

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,827,295	24,912	+1.0%	Shares	Sole	2026-08-07
2026-03-31	$1,389,224	24,671	+0.7%	Shares	Sole	2026-04-30
2025-12-31	$1,294,051	24,490	+16.9%	Shares	Defined	2026-01-22
2025-09-30	$1,250,655	20,949	+2.1%	Shares	Defined	2025-11-10
2025-06-30	$1,501,346	20,513	+0.3%	Shares	Defined	2025-08-12
2025-03-31	$1,296,530	20,450	+0.6%	Shares	Defined	2025-04-30
2024-12-31	$1,387,657	20,329	+0.4%	Shares	Defined	2025-02-07
2024-09-30	$1,628,956	20,238	+0.4%	Shares	Defined	2024-11-14
2024-06-30	$1,270,935	20,148	+59.8%	Shares	Defined	2024-08-09
2024-03-31	$733,077	12,611	+11.1%	Shares	Defined	2024-05-13
2023-12-31	$652,287	11,354	-3.5%	Shares	Defined	2024-02-13
2023-09-30	$649,428	11,765	+0.3%	Shares	Defined	2023-11-13
2023-06-30	$582,998	11,728	+0.3%	Shares	Defined	2023-08-10
2023-03-31	$535,092	11,696	-0.0%	Shares	Defined	2023-05-09
2022-12-31	$482,542	11,698	+0.1%	Shares	Defined	2023-02-14
2022-09-30	$415,660	11,689	+0.2%	Shares	Defined	2022-11-01
2022-06-30	$415,938	11,664	+0.3%	Shares	Defined	2022-08-05
2022-03-31	$533,238	11,625	-1.2%	Shares	Defined	2022-05-02
2021-12-31	$638,025	11,763	+0.3%	Shares	Defined	2022-02-11
2021-09-30	$606,782	11,723	-1.6%	Shares	Defined	2021-11-18
2021-06-30	$578,874	11,911	+0.1%	Shares	Defined	2021-07-22
2021-03-31	$502,586	11,904	-1.1%	Shares	Defined	2021-04-21
2020-12-31	$453,847	12,032	+1.2%	Shares	Defined	2021-02-09
2020-09-30	$363,212	11,893	+26.8%	Shares	Defined	2020-11-02
2020-06-30	$208,445	9,381	—	Shares	Defined	2020-08-03
No filing history on record for this holder in this stock.