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Cornerstone Wealth Group, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1774879 HUNTERSVILLE, NC

Position in CARR

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$293,253
+$76,235 QoQ
Shares Held
3,998
+3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,096
of 1,621 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, 2026

Cornerstone Wealth Group, LLC holds $1,690,405 across 5 Building Products & Equipment names. CARR ranks #4 (17.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 CARR
CARRIER GLOBAL Corp
This page
3,998 $293,253

All Filings in CARR

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9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $293,253 3,998
2026-03-31 $217,018 3,854
2025-12-31 $250,725 4,745
2025-09-30 $308,052 5,160
2025-06-30 $379,124 5,180
2025-03-31 $334,942 5,283
2024-12-31 $229,148 3,357
2024-09-30 $339,265 4,215
2024-06-30 $258,880 4,104