CBIZ Investment Advisory Services, LLC
Position in CARR — CARRIER GLOBAL Corp
CIK 1795934
INDEPENDENCE, OH
Position in CARR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,393
+$324 QoQ
Shares Held
19
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,601
of 1,624 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026CBIZ Investment Advisory Services, LLC holds $17,847 across 6 Building Products & Equipment names. CARR ranks #6 (7.8% of the industry book) .
All Filings in CARR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,393 | 19 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,069 | 19 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,377 | 45 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,552 | 26 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,708 | 37 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||