Vanguard Personalized Indexing Management, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1767306 OAKLAND, CA

Back to CARR Full portfolio

Position in CARR

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$9,180,339

+$3,420,671 QoQ

Shares Held

125,158

+22.4% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#257

of 1,618 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 67% Shared 0% None 33%

Common Shares in CARR Over Time

Shares Held

Position Value (USD)

Position in Building Products & Equipment

Industrials · as of Jun 30, 2026

Vanguard Personalized Indexing Management, LLC holds $61,738,875 across 18 Building Products & Equipment names. CARR ranks #3 (14.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	41,614	$20,439,132
2	JCI	Johnson Controls International plc	99,890	$14,594,927
3	CARR	CARRIER GLOBAL Corp This page	125,158	$9,180,339
4	LII	Lennox International Inc	4,299	$2,463,112
5	SPXC	SPX Technologies, Inc.	9,265	$2,271,500
6	OC	Owens Corning	14,021	$2,228,778
7	MAS	Masco Corp /De/	26,276	$2,138,078
8	CSL	Carlisle Companies Inc	5,831	$2,115,195

All Filings in CARR

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23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,180,339	125,158	+22.4%	Shares	Sole	2026-08-11
2026-03-31	$5,759,668	102,285	+8.4%	Shares	Sole	2026-05-14
2025-12-31	$4,987,144	94,382	-9.9%	Shares	Sole	2026-02-13
2025-09-30	$6,253,276	104,745	-2.5%	Shares	Sole	2025-10-31
2025-06-30	$7,865,582	107,468	+8.7%	Shares	Sole	2025-07-25
2025-03-31	$6,268,548	98,873	+5.0%	Shares	Sole	2025-05-14
2024-12-31	$6,425,040	94,126	-3.7%	Shares	Sole	2025-02-10
2024-09-30	$7,869,748	97,773	+12.9%	Shares	Sole	2024-11-12
2024-06-30	$5,462,980	86,604	+10.8%	Shares	Sole	2024-08-12
2024-03-31	$4,541,638	78,129	+9.2%	Shares	Sole	2024-05-09
2023-12-31	$4,111,926	71,574	-2.4%	Shares	Sole	2024-02-08
2023-09-30	$4,046,656	73,309	+7.1%	Shares	Sole	2023-11-08
2023-06-30	$3,402,301	68,443	+2.3%	Shares	Sole	2023-07-28
2023-03-31	$3,061,407	66,916	+7.8%	Shares	Sole	2023-05-10
2022-12-31	$2,560,098	62,063	+3.6%	Shares	Sole	2023-02-10
2022-09-30	$2,129,652	59,889	+20.9%	Shares	Sole	2022-11-14
2022-06-30	$1,765,776	49,517	+27.3%	Shares	Sole	2022-08-12
2022-03-31	$1,784,067	38,894	+9.1%	Shares	Sole	2022-05-16
2021-12-31	$1,933,439	35,646	+61.6%	Shares	Sole	2022-02-23
2021-09-30	$1,141,722	22,058	+16.5%	Shares	Sole	2021-11-09
2021-06-30	$919,998	18,930	+87.0%	Shares	Sole	2021-08-11
2021-03-31	$427,308	10,121	+46.6%	Shares	Sole	2021-04-28
2020-12-31	$260,418	6,904	—	Shares	Sole	2021-01-20
No filing history on record for this holder in this stock.