Wealthcare Advisory Partners LLC
Position in CARR — CARRIER GLOBAL Corp
CIK 1683059
WEST CHESTER, PA
Position in CARR
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$592,741
+$53,461 QoQ
Shares Held
8,081
-15.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#814
of 1,624 holders
Holding Since
Mar 2021
19 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, 2026Wealthcare Advisory Partners LLC holds $3,789,354 across 4 Building Products & Equipment names. CARR ranks #3 (15.6% of the industry book) .
All Filings in CARR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $592,741 | 8,081 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $539,280 | 9,577 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $411,465 | 7,787 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $393,303 | 6,588 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $478,150 | 6,533 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $419,391 | 6,615 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $525,738 | 7,702 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $612,206 | 7,606 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $495,682 | 7,858 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $398,016 | 6,847 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $330,854 | 5,759 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $300,950 | 5,452 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $285,534 | 5,744 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $247,782 | 5,416 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $213,468 | 5,175 | Shares | Sole | 2023-02-13 | |
| 2021-12-31 | $216,634 | 3,994 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $286,336 | 5,532 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $307,978 | 6,337 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $151,274 | 3,583 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||