Concord Wealth Partners

Position in CARR — CARRIER GLOBAL Corp

CIK 1814214 ABINGDON, VA

Position in CARR

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$29,340

+$8,204 QoQ

Shares Held

400

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,449

of 1,624 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Concord Wealth Partners holds $134,512 across 5 Building Products & Equipment names. CARR ranks #2 (21.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JCI	Johnson Controls International plc	492	$71,886
2	CARR	CARRIER GLOBAL Corp This page	400	$29,340
3	OC	Owens Corning	105	$16,690
4	MAS	Masco Corp /De/	105	$8,543
5	BLDR	Builders FirstSource, Inc.	90	$8,053

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,340	400	0.0%	Shares	Sole	2026-07-27
2025-12-31	$21,136	400	-33.3%	Shares	Sole	2026-01-29
2025-09-30	$35,820	600	0.0%	Shares	Sole	2025-11-05
2025-06-30	$43,914	600	0.0%	Shares	Sole	2025-07-25
2025-03-31	$38,040	600	0.0%	Shares	Sole	2025-05-02
2024-12-31	$40,956	600	0.0%	Shares	Sole	2025-01-24
2024-09-30	$48,294	600	-2.6%	Shares	Sole	2024-10-24
2024-06-30	$38,857	616	+2.7%	Shares	Sole	2024-07-31
2024-03-31	$34,878	600	-10.7%	Shares	Sole	2024-04-30
2023-12-31	$38,606	672	0.0%	Shares	Sole	2024-04-30
2023-09-30	$37,094	672	-14.1%	Shares	Sole	2024-04-30
2023-06-30	$38,873	782	0.0%	Shares	Sole	2023-08-08
2023-03-31	$35,776	782	-3.8%	Shares	Sole	2023-04-26
2022-12-31	$33,536	813	-26.2%	Shares	Sole	2023-01-30
2022-06-30	$39,297	1,102	-37.0%	Shares	Sole	2022-08-04
2022-03-31	$80,272	1,750	-6.2%	Shares	Sole	2022-04-20
2021-12-31	$101,157	1,865	+402.7%	Shares	Sole	2022-01-21
2021-09-30	$19,202	371	-83.5%	Shares	Sole	2021-11-09
2021-06-30	$109,447	2,252	-10.1%	Shares	Sole	2021-07-29
2021-03-31	$105,761	2,505	-6.5%	Shares	Sole	2021-05-13
2020-12-31	$101,051	2,679	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.