Connecticut Wealth Management, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1689829 FARMINGTON, CT

Position in CARR

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$7,688,106

+$1,586,749 QoQ

Shares Held

104,814

-3.3% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

1.69%

of 13F equity value

Holder Rank

#280

of 1,624 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Connecticut Wealth Management, LLC holds $8,592,989 across 3 Building Products & Equipment names. CARR ranks #1 (89.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CARR	CARRIER GLOBAL Corp This page	104,814	$7,688,106
2	TT	Trane Technologies plc	993	$487,721
3	CSL	Carlisle Companies Inc	1,150	$417,162

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,688,106	104,814	-3.3%	Shares	Sole	2026-07-29
2026-03-31	$6,101,357	108,353	-3.3%	Shares	Sole	2026-05-01
2025-12-31	$5,923,628	112,105	-9.9%	Shares	Sole	2026-02-12
2025-09-30	$7,424,292	124,360	+1.8%	Shares	Sole	2025-11-13
2025-06-30	$8,941,915	122,174	+1.2%	Shares	Sole	2025-08-14
2025-03-31	$7,654,282	120,730	+4.4%	Shares	Sole	2025-05-15
2024-12-31	$7,895,429	115,667	+0.2%	Shares	Sole	2025-02-18
2024-09-30	$9,287,660	115,389	+0.9%	Shares	Sole	2024-11-13
2024-06-30	$7,215,847	114,392	+3.6%	Shares	Sole	2024-08-13
2024-03-31	$6,419,470	110,433	+1.0%	Shares	Sole	2024-05-01
2023-12-31	$6,282,100	109,349	+0.5%	Shares	Sole	2024-02-06
2023-09-30	$6,007,636	108,834	+0.3%	Shares	Sole	2023-10-19
2023-06-30	$5,391,695	108,463	-4.0%	Shares	Sole	2023-07-25
2023-03-31	$5,170,116	113,008	+4.8%	Shares	Sole	2023-04-18
2022-12-31	$4,446,708	107,799	-71.6%	Shares	Sole	2023-01-17
2022-09-30	$13,488,939	379,329	+0.0%	Shares	Sole	2022-11-02
2022-06-30	$13,526,800	379,327	+0.5%	Shares	Sole	2022-07-12
2022-03-31	$17,306,613	377,297	+256.6%	Shares	Sole	2022-04-18
2021-12-31	$5,738,537	105,799	-0.9%	Shares	Sole	2022-01-24
2021-09-30	$5,528,433	106,809	-0.6%	Shares	Sole	2021-11-02
2021-06-30	$5,222,847	107,466	-1.4%	Shares	Sole	2021-07-29
2021-03-31	$4,599,362	108,938	-6.8%	Shares	Sole	2021-05-12
2020-12-31	$4,408,260	116,868	-0.3%	Shares	Sole	2021-01-29
2020-09-30	$3,581,273	117,265	-5.0%	Shares	Sole	2020-10-13
2020-06-30	$2,741,592	123,384	—	Shares	Sole	2020-07-14
No filing history on record for this holder in this stock.