Financial Gravity Asset Management, Inc.
Position in CARR — CARRIER GLOBAL Corp
CIK 1741736
Lakeway, TX
Position in CARR
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$5,687
+$351 QoQ
Shares Held
101
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
17 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 Mar 31, 2026Financial Gravity Asset Management, Inc. holds $57,273 across 5 Building Products & Equipment names. CARR ranks #4 (9.9% of the industry book) .
All Filings in CARR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,687 | 101 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,336 | 101 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,029 | 101 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $6,403 | 101 | Shares | Sole | 2025-04-30 | |
| 2024-06-30 | $6,371 | 101 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $7,033 | 121 | Shares | Sole | 2024-06-26 | |
| 2023-12-31 | $6,894 | 120 | Shares | Sole | 2024-06-26 | |
| 2023-09-30 | $33,052 | 685 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $2,485 | 50 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,104 | 46 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,691 | 41 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $29,440 | 828 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $32,075 | 900 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $52,750 | 1,150 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $20,496 | 378 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $414 | 8 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $388 | 8 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||