Position in CARR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$674,893
+$141,694 QoQ
Shares Held
9,201
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#778
of 1,624 holders
Holding Since
Mar 2026
2 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, 2026WEALTH ALLIANCE, LLC holds $2,907,826 across 6 Building Products & Equipment names. CARR ranks #2 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
2,117 | $1,039,785 | |
| 2 | CARR |
CARRIER GLOBAL Corp
This page
|
9,201 | $674,893 | |
| 3 | JCI |
Johnson Controls International plc
|
2,276 | $332,546 | |
| 4 | LII |
Lennox International Inc
|
576 | $330,019 | |
| 5 | AWI |
Armstrong World Industries Inc
|
2,024 | $324,690 | |
| 6 | AAON |
Aaon, Inc.
|
1,623 | $205,893 |
All Filings in CARR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $674,893 | 9,201 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $533,199 | 9,469 | Shares | Defined | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||