Advisor OS, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1767580 CHICAGO, IL

Position in CARR

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$605,575

-$117,274 QoQ

Shares Held

8,256

-35.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#807

of 1,618 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Advisor OS, LLC holds $2,024,118 across 5 Building Products & Equipment names. CARR ranks #2 (29.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSL	Carlisle Companies Inc	1,751	$635,172
2	CARR	CARRIER GLOBAL Corp This page	8,256	$605,575
3	TT	Trane Technologies plc	701	$344,301
4	SPXC	SPX Technologies, Inc.	922	$226,044
5	JCI	Johnson Controls International plc	1,458	$213,026

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$605,575	8,256	-35.7%	Shares	Sole	2026-08-05
2026-03-31	$722,849	12,837	-40.2%	Shares	Sole	2026-05-08
2025-12-31	$1,134,843	21,477	+0.8%	Shares	Sole	2026-02-04
2025-09-30	$1,271,547	21,299	+2.3%	Shares	Sole	2025-11-12
2025-06-30	$1,524,327	20,827	+11.7%	Shares	Sole	2025-08-14
2025-03-31	$1,181,709	18,639	+34.9%	Shares	Sole	2025-05-06
2024-12-31	$942,874	13,813	+25.7%	Shares	Sole	2025-02-05
2024-09-30	$884,421	10,988	+15.4%	Shares	Sole	2024-11-04
2024-06-30	$600,772	9,524	+2.7%	Shares	Sole	2024-08-05
2024-03-31	$538,979	9,272	-2.4%	Shares	Sole	2024-05-09
2023-12-31	$546,002	9,504	+8.5%	Shares	Sole	2024-02-08
2023-09-30	$483,606	8,761	+3.4%	Shares	Sole	2023-11-03
2023-06-30	$421,241	8,474	—	Shares	Sole	2023-08-08
No filing history on record for this holder in this stock.