Robertson Stephens Wealth Management, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1767307 San Francisco, CA

Position in CARR

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$391,615

+$94,524 QoQ

Shares Held

5,339

+1.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#962

of 1,618 holders

Holding Since

Dec 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Robertson Stephens Wealth Management, LLC holds $1,047,313 across 2 Building Products & Equipment names. CARR ranks #2 (37.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	TT	Trane Technologies plc	1,335	$655,698
2	CARR	CARRIER GLOBAL Corp This page	5,339	$391,615

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$391,615	5,339	+1.2%	Shares	Sole	2026-07-29
2026-03-31	$297,091	5,276	-0.9%	Shares	Sole	2026-04-28
2025-12-31	$281,373	5,325	-2.4%	Shares	Sole	2026-02-02
2025-09-30	$325,663	5,455	-4.8%	Shares	Sole	2025-11-12
2025-06-30	$419,451	5,731	-1.6%	Shares	Sole	2025-07-24
2025-03-31	$369,305	5,825	-11.4%	Shares	Sole	2025-04-17
2024-12-31	$448,536	6,571	-61.4%	Shares	Sole	2025-01-27
2024-09-30	$1,370,422	17,026	-6.9%	Shares	Sole	2024-11-12
2024-06-30	$1,153,985	18,294	+6.6%	Shares	Sole	2024-08-13
2024-03-31	$997,220	17,155	+325.5%	Shares	Sole	2024-05-15
2023-12-31	$231,638	4,032	-0.0%	Shares	Sole	2024-02-06
2023-09-30	$222,676	4,034	-11.0%	Shares	Sole	2023-11-13
2023-03-31	$207,339	4,532	-5.0%	Shares	Sole	2023-05-11
2022-03-31	$218,937	4,773	+23.0%	Shares	Sole	2022-05-16
2021-12-31	$210,559	3,882	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.