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Beacon Pointe Advisors, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1744317 NEWPORT BEACH, CA

Position in CARR

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$3,067,036
+$1,091,507 QoQ
Shares Held
54,467
+45.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in CARR Over Time

Shares Held

Position Value (USD)

Position in Building Products & Equipment

Industrials · as of Mar 31, 2026

Beacon Pointe Advisors, LLC holds $206,081,974 across 9 Building Products & Equipment names. CARR ranks #4 (1.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 CARR
CARRIER GLOBAL Corp
This page
54,467 $3,067,036

All Filings in CARR

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24 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $3,067,036 54,467
2025-12-31 $1,975,529 37,387
2025-09-30 $2,196,780 36,797
2025-06-30 $3,090,960 42,232
2025-03-31 $2,608,529 41,144
2024-12-31 $2,782,891 40,769
2024-09-30 $3,209,136 39,870
2024-06-30 $2,694,651 42,718
2024-03-31 $2,788,379 47,968
2023-12-31 $2,665,507 46,397
2023-09-30 $2,395,735 43,401
2023-06-30 $1,333,570 26,827
2023-03-31 $1,536,925 33,594
2022-12-31 $1,030,507 24,982
2022-09-30 $806,714 22,686
2022-06-30 $889,217 24,936
2022-03-31 $4,021,285 87,667
2021-12-31 $1,384,747 25,530
2021-09-30 $1,323,762 25,575
2021-06-30 $1,745,274 35,911
2021-03-31 $334,931 7,933
2020-12-31 $352,455 9,344
2020-09-30 $258,185 8,454
2020-06-30 $209,312 9,420