Elwood & Goetz Wealth Advisory Group, LLC
Position in CARR — CARRIER GLOBAL Corp
CIK 1752758
ATHENS, GA
Position in CARR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$303,669
+$70,828 QoQ
Shares Held
4,140
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,075
of 1,618 holders
Holding Since
Sep 2025
4 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, 2026Elwood & Goetz Wealth Advisory Group, LLC holds $303,669 across 1 Building Products & Equipment name. CARR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
This page
|
4,140 | $303,669 |
All Filings in CARR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,669 | 4,140 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $232,841 | 4,135 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $216,115 | 4,090 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $239,635 | 4,014 | Shares | Sole | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||