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Fortis Group Advisors, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1815183 WESTWOOD, NJ

Position in CARR

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$240,440
+$236,161 QoQ
Shares Held
3,278
+4213.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,178
of 1,618 holders
Holding Since
Sep 2020
13 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, 2026

Fortis Group Advisors, LLC holds $244,689 across 3 Building Products & Equipment names. CARR ranks #1 (98.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CARR
CARRIER GLOBAL Corp
This page
3,278 $240,440

All Filings in CARR

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13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $240,440 3,278
2026-03-31 $4,279 76
2025-12-31 $4,015 76
2025-09-30 $4,537 76
2025-06-30 $5,562 76
2025-03-31 $4,818 76
2024-12-31 $5,187 76
2024-09-30 $6,117 76
2024-06-30 $4,794 76
2024-03-31 $4,417 76
2023-12-31 $8,732 152
2023-09-30 $4,195 76
2020-09-30 $2,321 76