Sound View Wealth Advisors Group, LLC
Position in CARR — CARRIER GLOBAL Corp
CIK 1784777
SAVANNAH, GA
Position in CARR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$682,448
+$143,280 QoQ
Shares Held
9,304
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#770
of 1,618 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $682,448 across 1 Building Products & Equipment name. CARR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
This page
|
9,304 | $682,448 |
All Filings in CARR
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $682,448 | 9,304 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $539,168 | 9,575 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $535,322 | 10,131 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $589,239 | 9,870 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $792,940 | 10,834 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $707,797 | 11,164 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $790,655 | 11,583 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $863,899 | 10,733 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $532,962 | 8,449 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $491,140 | 8,449 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $518,888 | 9,032 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $523,461 | 9,483 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $421,590 | 8,481 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $372,679 | 8,146 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $372,570 | 9,032 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $233,238 | 6,559 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $234,393 | 6,573 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $318,291 | 6,939 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $376,154 | 6,935 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $360,353 | 6,962 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $370,963 | 7,633 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $310,612 | 7,357 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $310,699 | 8,237 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $262,857 | 8,607 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $216,822 | 9,758 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||