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Cooper Financial Group

Position in CARR — CARRIER GLOBAL Corp

CIK 1751581 IRVINE, CA

Position in CARR

as of Jun 30, 2026 · filed Jul 8, 2026
Position Value
$326,700
+$93,183 QoQ
Shares Held
4,454
+7.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,041
of 1,618 holders
Holding Since
Jun 2024
9 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, 2026

Cooper Financial Group holds $917,261 across 3 Building Products & Equipment names. CARR ranks #1 (35.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CARR
CARRIER GLOBAL Corp
This page
4,454 $326,700

All Filings in CARR

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9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $326,700 4,454
2026-03-31 $233,517 4,147
2025-12-31 $215,111 4,071
2025-09-30 $216,711 3,630
2025-06-30 $274,462 3,750
2025-03-31 $251,127 3,961
2024-12-31 $243,073 3,561
2024-09-30 $264,731 3,289
2024-06-30 $204,316 3,239