Skip to main content

One Wealth Advisors, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1725297 SAN FRANCISCO, CA

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, 2026

One Wealth Advisors, LLC holds $1,655,920 across 3 Building Products & Equipment names. CARR ranks #1 (48.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CARR
CARRIER GLOBAL Corp
This page
11,046 $810,224

All Filings in CARR

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $810,224 11,046
2026-03-31 $619,353 10,999
2025-12-31 $468,743 8,871
2025-09-30 $213,129 3,570
2025-06-30 $292,613 3,998
2025-03-31 $215,433 3,398
2022-12-31 $21,945 532