BRANDYWINE OAK PRIVATE WEALTH LLC
Position in CARR — CARRIER GLOBAL Corp
CIK 1764694
Kennett Square, PA
Position in CARR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$240,147
+$20,810 QoQ
Shares Held
3,274
-10.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,182
of 1,621 holders
Holding Since
Dec 2021
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026BRANDYWINE OAK PRIVATE WEALTH LLC holds $240,147 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
|
3,274 | $240,147 |
All Filings in CARR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,147 | 3,274 | Shares | Sole | 2026-07-16 | |
| 2025-09-30 | $219,337 | 3,674 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $268,900 | 3,674 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $233,185 | 3,678 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $251,060 | 3,678 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $295,720 | 3,674 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $231,755 | 3,674 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $213,569 | 3,674 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $211,071 | 3,674 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $202,804 | 3,674 | Shares | Sole | 2023-11-14 | |
| 2021-12-31 | $202,098 | 3,726 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||