West Branch Capital LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1738723 AMHERST, MA

Position in CARR

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$28,239

-$479 QoQ

Shares Held

385

-24.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,452

of 1,624 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

West Branch Capital LLC holds $32,768 across 2 Building Products & Equipment names. CARR ranks #1 (86.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CARR	CARRIER GLOBAL Corp This page	385	$28,239
2	JCI	Johnson Controls International plc	31	$4,529

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,239	385	-24.5%	Shares	Sole	2026-07-10
2026-03-31	$28,718	510	-13.6%	Shares	Sole	2026-04-14
2025-12-31	$31,175	590	0.0%	Shares	Sole	2026-01-16
2025-09-30	$35,223	590	0.0%	Shares	Sole	2025-10-21
2025-06-30	$43,182	590	0.0%	Shares	Sole	2025-07-16
2025-03-31	$37,406	590	0.0%	Shares	Sole	2025-04-16
2024-12-31	$40,273	590	0.0%	Shares	Sole	2025-01-17
2024-09-30	$47,489	590	0.0%	Shares	Sole	2024-10-18
2024-06-30	$37,217	590	0.0%	Shares	Sole	2024-07-26
2024-03-31	$34,296	590	0.0%	Shares	Sole	2024-04-24
2023-12-31	$33,895	590	0.0%	Shares	Sole	2024-01-19
2023-09-30	$32,568	590	0.0%	Shares	Sole	2023-10-20
2023-06-30	$29,328	590	0.0%	Shares	Sole	2023-08-07
2023-03-31	$26,992	590	0.0%	Shares	Sole	2023-04-20
2022-12-31	$24,337	590	0.0%	Shares	Sole	2023-01-27
2022-09-30	$20,980	590	0.0%	Shares	Sole	2022-10-19
2022-06-30	$21,039	590	+20.4%	Shares	Sole	2022-07-28
2022-03-31	$22,476	490	-39.4%	Shares	Sole	2022-05-03
2021-12-31	$43,880	809	-11.0%	Shares	Sole	2022-01-24
2021-09-30	$47,049	909	0.0%	Shares	Sole	2021-11-09
2021-06-30	$44,177	909	—	Shares	Sole	2021-08-17
No filing history on record for this holder in this stock.