Position in CARR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$262,666
+$61,077 QoQ
Shares Held
3,581
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,139
of 1,621 holders
Holding Since
Dec 2020
20 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, 2026Montis Financial, LLC holds $262,666 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
|
3,581 | $262,666 |
All Filings in CARR
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,666 | 3,581 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $201,589 | 3,580 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $221,663 | 4,195 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $235,576 | 3,946 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $288,807 | 3,946 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $250,176 | 3,946 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $279,524 | 4,095 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $305,459 | 3,795 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $266,576 | 4,226 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $255,830 | 4,401 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $260,305 | 4,531 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $250,111 | 4,531 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $225,236 | 4,531 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $207,293 | 4,531 | Shares | Sole | 2023-05-11 | |
| 2022-03-31 | $212,699 | 4,637 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $263,606 | 4,860 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $251,553 | 4,860 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $272,354 | 5,604 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $236,600 | 5,604 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $211,382 | 5,604 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||