Steward Partners Investment Advisory, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1723397 STAMFORD, CT

Back to CARR Full portfolio

Position in CARR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,428,452

+$948,842 QoQ

Shares Held

46,741

+6.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#402

of 1,618 holders

Holding Since

Jun 2020

25 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, 2026

Steward Partners Investment Advisory, LLC holds $104,627,019 across 18 Building Products & Equipment names. CARR ranks #6 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	94,337	$46,334,560
2	JCI	Johnson Controls International plc	204,106	$29,821,927
3	GFF	Griffon Corp	143,523	$13,997,798
4	MAS	Masco Corp /De/	54,018	$4,395,444
5	CSL	Carlisle Companies Inc	11,201	$4,063,162
6	CARR	CARRIER GLOBAL Corp This page	46,741	$3,428,452
7	LII	Lennox International Inc	1,135	$650,298
8	FBIN	Fortune Brands Innovations, Inc.	7,256	$398,354

All Filings in CARR

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,428,452	46,741	+6.1%	Shares	Sole	2026-08-13
2026-03-31	$2,479,610	44,035	+6.1%	Shares	Sole	2026-05-08
2025-12-31	$2,194,022	41,522	-68.5%	Shares	Sole	2026-02-12
2025-09-30	$7,865,534	131,751	-12.1%	Shares	Sole	2025-11-12
2025-06-30	$10,964,447	149,808	-2.1%	Shares	Sole	2025-08-12
2025-03-31	$9,704,321	153,065	+37.6%	Shares	Sole	2025-05-13
2024-12-31	$7,595,290	111,270	+0.5%	Shares	Sole	2025-02-06
2024-09-30	$8,911,289	110,713	-3.2%	Shares	Sole	2024-11-14
2024-06-30	$7,214,459	114,370	-3.0%	Shares	Sole	2024-08-08
2024-03-31	$6,850,911	117,855	+3.9%	Shares	Sole	2024-05-15
2023-12-31	$6,519,368	113,479	-1.1%	Shares	Sole	2024-02-12
2023-09-30	$6,336,187	114,786	-15.2%	Shares	Sole	2023-11-13
2023-06-30	$6,731,628	135,418	-1.5%	Shares	Sole	2023-08-14
2023-03-31	$6,287,285	137,427	-9.4%	Shares	Sole	2023-05-15
2022-12-31	$6,257,460	151,696	+2.8%	Shares	Sole	2023-02-15
2022-09-30	$5,246,486	147,539	-2.0%	Shares	Sole	2022-11-10
2022-06-30	$5,366,152	150,481	-2.8%	Shares	Sole	2022-08-04
2022-03-31	$7,100,951	154,806	+6.0%	Shares	Sole	2022-05-02
2021-12-31	$7,923,813	146,088	-0.2%	Shares	Sole	2022-02-08
2021-09-30	$7,578,336	146,413	+12.0%	Shares	Sole	2021-11-12
2021-06-30	$6,352,651	130,713	-4.1%	Shares	Sole	2021-08-13
2021-03-31	$5,752,390	136,248	+11.9%	Shares	Sole	2021-05-14
2020-12-31	$4,594,446	121,804	+88.2%	Shares	Sole	2021-02-11
2020-09-30	$1,976,854	64,730	-23.9%	Shares	Sole	2020-10-30
2020-06-30	$1,889,766	85,048	—	Shares	Sole	2020-08-06
No filing history on record for this holder in this stock.