Position in CARR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$253,570
+$46,519 QoQ
Shares Held
3,457
-6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,150
of 1,618 holders
Holding Since
Jun 2024
5 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, 2026Opal Wealth Advisors, LLC holds $253,570 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
|
3,457 | $253,570 |
All Filings in CARR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,570 | 3,457 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $207,051 | 3,677 | Shares | Sole | 2026-04-14 | |
| 2025-06-30 | $202,077 | 2,761 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $127,370 | 2,009 | Shares | Sole | 2025-04-16 | |
| 2024-06-30 | $92,412 | 1,465 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||