Prestige Wealth Management Group LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1772715 FLEMINGTON, NJ

Position in CARR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$48,410

+$11,979 QoQ

Shares Held

660

+2.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,413

of 1,624 holders

Holding Since

Jun 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Prestige Wealth Management Group LLC holds $146,507 across 11 Building Products & Equipment names. CARR ranks #2 (33.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JCI	Johnson Controls International plc	430	$62,827
2	CARR	CARRIER GLOBAL Corp This page	660	$48,410
3	CSL	Carlisle Companies Inc	44	$15,961
4	TT	Trane Technologies plc	18	$8,840
5	AAON	Aaon, Inc.	21	$2,664
6	BLDR	Builders FirstSource, Inc.	23	$2,058
7	MAS	Masco Corp /De/	23	$1,871
8	OC	Owens Corning	9	$1,430

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$48,410	660	+2.0%	Shares	Other	2026-08-14
2026-03-31	$36,431	647	-5.8%	Shares	Other	2026-05-13
2025-12-31	$36,300	687	+6.2%	Shares	Other	2026-02-11
2024-03-31	$37,609	647	-21.5%	Shares	Sole	2024-04-26
2022-12-31	$33,990	824	+27.0%	Shares	Sole	2023-02-08
2022-09-30	$23,078	649	0.0%	Shares	Other	2022-11-01
2022-06-30	$23,142	649	0.0%	Shares	Sole	2022-08-10
2022-03-31	$29,769	649	0.0%	Shares	Other	2022-05-05
2021-12-31	$35,200	649	-9.0%	Shares	Other	2022-02-15
2021-09-30	$36,904	713	+9.9%	Shares	Other	2021-11-12
2021-06-30	$31,541	649	-6.9%	Shares	Other	2021-08-12
2021-03-31	$29,426	697	0.0%	Shares	Other	2021-05-13
2020-12-31	$26,289	697	-4.1%	Shares	Other	2021-02-17
2020-09-30	$22,202	727	+1.4%	Shares	Sole	2020-10-26
2020-06-30	$15,931	717	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.