Position in CARR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$378,999
+$88,046 QoQ
Shares Held
5,167
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#980
of 1,624 holders
Holding Since
Dec 2020
19 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, 2026KOM Wealth Management Group, LLC holds $378,999 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
|
5,167 | $378,999 |
All Filings in CARR
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,999 | 5,167 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $290,953 | 5,167 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $273,024 | 5,167 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $308,469 | 5,167 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $378,172 | 5,167 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $327,587 | 5,167 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $352,699 | 5,167 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $428,287 | 5,321 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $335,648 | 5,321 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $309,309 | 5,321 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $305,691 | 5,321 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $305,311 | 5,531 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $274,946 | 5,531 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $253,043 | 5,531 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $228,153 | 5,531 | Shares | Sole | 2023-02-15 | |
| 2021-12-31 | $300,001 | 5,531 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $271,674 | 5,590 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $234,321 | 5,550 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $209,346 | 5,550 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||