Position in CARR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$371,297
+$168,244 QoQ
Shares Held
5,062
+40.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#992
of 1,621 holders
Holding Since
Jun 2021
6 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, 2026Keebeck Wealth Management holds $3,684,080 across 6 Building Products & Equipment names. CARR ranks #5 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LII |
Lennox International Inc
|
2,842 | $1,628,323 | |
| 2 | AAON |
Aaon, Inc.
|
4,760 | $603,853 | |
| 3 | TT |
Trane Technologies plc
|
795 | $390,472 | |
| 4 | SPXC |
SPX Technologies, Inc.
|
1,567 | $384,181 | |
| 5 | CARR |
CARRIER GLOBAL Corp
This page
|
5,062 | $371,297 | |
| 6 | JCI |
Johnson Controls International plc
|
2,094 | $305,954 |
All Filings in CARR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $371,297 | 5,062 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $203,053 | 3,606 | Shares | Other | 2026-05-14 | |
| 2024-09-30 | $258,372 | 3,210 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $202,486 | 3,210 | Shares | Sole | 2024-08-14 | |
| 2021-09-30 | $217,392 | 4,200 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $204,120 | 4,200 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||