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, 2026Fortis Group Advisors, LLC holds $244,689 across 3 Building Products & Equipment names. CARR ranks #1 (98.3% of the industry book) .
All Filings in CARR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,440 | 3,278 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,279 | 76 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,015 | 76 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,537 | 76 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $5,562 | 76 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,818 | 76 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,187 | 76 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $6,117 | 76 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,794 | 76 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,417 | 76 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $8,732 | 152 | Shares | Sole | 2024-03-04 | |
| 2023-09-30 | $4,195 | 76 | Shares | Sole | 2023-12-01 | |
| 2020-09-30 | $2,321 | 76 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||