Position in CARR
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$345,771
+$81,452 QoQ
Shares Held
4,714
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,024
of 1,624 holders
Holding Since
Sep 2021
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026HCR Wealth Advisors holds $2,497,367 across 3 Building Products & Equipment names. CARR ranks #3 (13.8% of the industry book) .
All Filings in CARR
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,771 | 4,714 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $264,319 | 4,694 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $247,027 | 4,675 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $278,978 | 4,673 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $327,891 | 4,480 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $283,968 | 4,479 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $305,668 | 4,478 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $521,414 | 6,478 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $476,380 | 7,552 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $318,319 | 5,476 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $199,581 | 3,474 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $215,997 | 3,913 | Shares | Sole | 2023-10-20 | |
| 2021-12-31 | $219,400 | 4,045 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $207,609 | 4,011 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||