Position in CARR
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$421,102
+$100,642 QoQ
Shares Held
5,741
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#936
of 1,621 holders
Holding Since
Mar 2023
7 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Legacy Trust holds $685,605 across 2 Building Products & Equipment names. CARR ranks #1 (61.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
This page
|
5,741 | $421,102 | |
| 2 | AAON |
Aaon, Inc.
|
2,085 | $264,503 |
All Filings in CARR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $421,102 | 5,741 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $320,460 | 5,691 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $289,193 | 5,473 | Shares | Sole | 2026-01-22 | |
| 2023-12-31 | $277,253 | 4,826 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $282,734 | 5,122 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $239,999 | 4,828 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $219,234 | 4,792 | Shares | Sole | 2023-04-19 | |
| No filing history on record for this holder in this stock. | ||||||