Position in CARR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$515,792
+$38,797 QoQ
Shares Held
7,032
-17.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#232
of 561 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $8,040,914 across 28 Building Products & Equipment names. CARR ranks #4 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAS |
Masco Corp /De/
|
43,692 | $3,555,213 | |
| 2 | TT |
Trane Technologies plc
|
2,796 | $1,373,277 | |
| 3 | JCI |
Johnson Controls International plc
|
6,292 | $919,319 | |
| 4 | CARR |
CARRIER GLOBAL Corp
This page
|
7,032 | $515,792 | |
| 5 | OC |
Owens Corning
|
2,224 | $353,524 | |
| 6 | TREX |
Trex Co Inc
|
5,508 | $275,617 | |
| 7 | LII |
Lennox International Inc
|
416 | $238,343 | |
| 8 | CSL |
Carlisle Companies Inc
|
462 | $167,587 |
All Filings in CARR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $515,792 | 7,032 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $476,995 | 8,471 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $333,628 | 6,314 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $338,975 | 5,678 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $478,513 | 6,538 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $315,096 | 4,970 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $404,848 | 5,931 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $419,028 | 5,206 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $314,766 | 4,990 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $259,083 | 4,457 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $312,698 | 5,443 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $298,464 | 5,407 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $240,296 | 4,834 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $123,112 | 2,691 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $107,992 | 2,618 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $100,385 | 2,823 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $111,864 | 3,137 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $91,922 | 2,004 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $27,715 | 511 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||