Position in CARR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$810,224
+$190,871 QoQ
Shares Held
11,046
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#725
of 1,624 holders
Holding Since
Dec 2022
7 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, 2026One Wealth Advisors, LLC holds $1,655,920 across 3 Building Products & Equipment names. CARR ranks #1 (48.9% of the industry book) .
All Filings in CARR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $810,224 | 11,046 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $619,353 | 10,999 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $468,743 | 8,871 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $213,129 | 3,570 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $292,613 | 3,998 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $215,433 | 3,398 | Shares | Sole | 2025-05-06 | |
| 2022-12-31 | $21,945 | 532 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||