Foster Victor Wealth Advisors, LLC
Position in CARR — CARRIER GLOBAL Corp
CIK 1769063
GREENVILLE, SC
Position in CARR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$18,375,128
+$4,723,895 QoQ
Shares Held
250,513
+3.3% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#15
of 461 holders
Holding Since
Jun 2024
9 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, 2026Foster Victor Wealth Advisors, LLC holds $39,862,666 across 2 Building Products & Equipment names. CARR ranks #2 (46.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAS |
Masco Corp /De/
|
264,072 | $21,487,538 | |
| 2 | CARR |
CARRIER GLOBAL Corp
This page
|
250,513 | $18,375,128 |
All Filings in CARR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,375,128 | 250,513 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $13,651,233 | 242,430 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $9,697,936 | 183,534 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $12,941,586 | 216,777 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $12,780,145 | 174,616 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $10,731,274 | 169,263 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $10,110,466 | 148,117 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $11,170,804 | 138,785 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $6,969,015 | 110,479 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||