Rothschild Wealth LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1811345 OAK BROOK, IL

Position in CARR

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$451,395

+$173,675 QoQ

Shares Held

6,154

+24.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#890

of 1,618 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Rothschild Wealth LLC holds $1,825,426 across 5 Building Products & Equipment names. CARR ranks #1 (24.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CARR	CARRIER GLOBAL Corp This page	6,154	$451,395
2	JCI	Johnson Controls International plc	3,047	$445,197
3	OC	Owens Corning	2,158	$343,035
4	TT	Trane Technologies plc	616	$302,554
5	NPKI	NPK International Inc.	17,803	$283,245

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$451,395	6,154	+24.8%	Shares	Sole	2026-08-11
2026-03-31	$277,720	4,932	—	Shares	Sole	2026-05-06
No filing history on record for this holder in this stock.