Avion Wealth

Position in CARR — CARRIER GLOBAL Corp

CIK 1792704 THE WOODLANDS, TX

Position in CARR

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$12,176

+$12,169 QoQ

Shares Held

166

+20.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,507

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

Avion Wealth holds $100,953 across 12 Building Products & Equipment names. CARR ranks #3 (12.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	83	$40,766
2	JCI	Johnson Controls International plc	190	$27,760
3	CARR	CARRIER GLOBAL Corp This page	166	$12,176
4	BLDR	Builders FirstSource, Inc.	60	$5,368
5	LII	Lennox International Inc	8	$4,583
6	OC	Owens Corning	17	$2,702
7	CSL	Carlisle Companies Inc	5	$1,813
8	WMS	Advanced Drainage Systems, Inc.	10	$1,569

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,176	166	+20.3%	Shares	Sole	2026-07-31
2026-03-31	$7	138	+34.0%	Shares	Sole	2026-05-01
2025-12-31	$5,442	103	-27.5%	Shares	Sole	2026-01-23
2025-09-30	$8,477	142	+65.1%	Shares	Sole	2025-10-24
2025-03-31	$5,452	86	0.0%	Shares	Sole	2025-05-09
2024-12-31	$5	86	-7.5%	Shares	Sole	2025-01-29
2024-09-30	$7,485	93	-1.1%	Shares	Sole	2024-10-18
2024-06-30	$5	94	+36.2%	Shares	Sole	2024-07-26
2024-03-31	$5	69	+32.7%	Shares	Sole	2024-05-03
2023-12-31	$2,987	52	+67.7%	Shares	Sole	2024-01-26
2023-09-30	$1	31	+158.3%	Shares	Sole	2023-10-20
2023-06-30	$596	12	-7.7%	Shares	Sole	2023-07-14
2023-03-31	$594	13	-35.0%	Shares	Sole	2023-05-05
2020-09-30	$610	20	0.0%	Shares	Sole	2020-10-30
2020-06-30	$444	20	—	Shares	Sole	2020-07-29
No filing history on record for this holder in this stock.