Signature Wealth Management Partners, LLC
Position in CARR — CARRIER GLOBAL Corp
CIK 1824694
MONTVALE, NJ
Position in CARR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$253,057
+$47,092 QoQ
Shares Held
3,450
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,156
of 1,624 holders
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Signature Wealth Management Partners, LLC holds $253,057 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
|
3,450 | $253,057 |
All Filings in CARR
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,057 | 3,450 | Shares | Sole | 2026-07-29 | |
| 2025-09-30 | $205,965 | 3,450 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $252,505 | 3,450 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $218,730 | 3,450 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $235,497 | 3,450 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $277,690 | 3,450 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $217,626 | 3,450 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $200,548 | 3,450 | Shares | Sole | 2024-04-26 | |
| 2023-09-30 | $214,672 | 3,889 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $233,637 | 4,700 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $215,025 | 4,700 | Shares | Sole | 2023-05-03 | |
| 2022-03-31 | $215,589 | 4,700 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $254,928 | 4,700 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $243,272 | 4,700 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $228,420 | 4,700 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $224,821 | 5,325 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $200,859 | 5,325 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||