Principle Wealth Partners LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1743413 MADISON, CT

Position in CARR

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,587,880

+$159,634 QoQ

Shares Held

21,648

-14.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#538

of 1,618 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Principle Wealth Partners LLC holds $2,306,600 across 3 Building Products & Equipment names. CARR ranks #1 (68.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CARR	CARRIER GLOBAL Corp This page	21,648	$1,587,880
2	TT	Trane Technologies plc	1,040	$510,806
3	JCI	Johnson Controls International plc	1,423	$207,914

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,587,880	21,648	-14.7%	Shares	Sole	2026-08-07
2026-03-31	$1,428,246	25,364	-0.4%	Shares	Sole	2026-05-07
2025-12-31	$1,345,517	25,464	+0.3%	Shares	Sole	2026-02-06
2025-09-30	$1,515,006	25,377	+0.7%	Shares	Sole	2025-11-03
2025-06-30	$1,844,314	25,199	-0.7%	Shares	Sole	2025-07-30
2025-03-31	$1,609,662	25,389	-0.1%	Shares	Sole	2025-05-06
2024-12-31	$1,735,237	25,421	0.0%	Shares	Sole	2025-01-29
2024-09-30	$2,046,136	25,421	+2.4%	Shares	Sole	2024-11-13
2024-06-30	$1,565,456	24,817	+0.3%	Shares	Sole	2024-08-13
2024-03-31	$1,438,601	24,748	-7.7%	Shares	Sole	2024-04-23
2023-12-31	$1,540,579	26,816	+0.2%	Shares	Sole	2024-02-05
2023-09-30	$1,476,931	26,756	+7.2%	Shares	Sole	2023-11-01
2023-06-30	$1,241,258	24,970	-0.9%	Shares	Sole	2023-07-31
2023-03-31	$1,152,671	25,195	+1.6%	Shares	Sole	2023-05-10
2022-12-31	$1,023,082	24,802	-3.5%	Shares	Sole	2023-02-02
2022-09-30	$913,963	25,702	-0.4%	Shares	Sole	2022-11-14
2022-06-30	$920,277	25,807	-4.6%	Shares	Sole	2022-08-02
2022-03-31	$1,241,150	27,058	-1.8%	Shares	Sole	2022-05-12
2021-12-31	$1,494,908	27,561	-0.7%	Shares	Sole	2022-02-11
2021-09-30	$1,436,702	27,757	+2.9%	Shares	Sole	2021-11-16
2021-06-30	$1,311,082	26,977	-1.8%	Shares	Sole	2021-08-13
2021-03-31	$1,159,318	27,459	-5.2%	Shares	Sole	2021-05-18
2020-12-31	$1,092,333	28,959	+278.7%	Shares	Sole	2021-02-16
2020-09-30	$233,508	7,646	+42.1%	Shares	Sole	2020-11-16
2020-06-30	$119,565	5,381	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.