Foundations Investment Advisors, LLC
EndowmentPosition in CARR — CARRIER GLOBAL Corp
CIK 1743404
PHOENIX, AZ
Position in CARR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$458,584
+$144,375 QoQ
Shares Held
6,252
+12.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#881
of 1,621 holders
Holding Since
Mar 2023
14 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, 2026Foundations Investment Advisors, LLC holds $4,863,421 across 3 Building Products & Equipment names. CARR ranks #3 (9.4% of the industry book) .
All Filings in CARR
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $458,584 | 6,252 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $314,209 | 5,580 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $291,306 | 5,513 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $426,019 | 7,136 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $527,846 | 7,212 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $419,644 | 6,619 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $408,740 | 5,988 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $465,151 | 5,779 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $354,257 | 5,616 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $356,453 | 6,132 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $395,026 | 6,876 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $373,041 | 6,758 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $320,530 | 6,448 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $236,161 | 5,162 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||