Position in CARR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$293,546
+$71,066 QoQ
Shares Held
4,002
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,094
of 1,624 holders
Holding Since
Dec 2021
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, 2026Madison Wealth Partners, Inc holds $293,546 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
|
4,002 | $293,546 |
All Filings in CARR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,546 | 4,002 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $222,480 | 3,951 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $200,210 | 3,789 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $223,815 | 3,749 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $279,073 | 3,813 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $241,744 | 3,813 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $260,275 | 3,813 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $306,908 | 3,813 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $240,524 | 3,813 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $215,487 | 3,707 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $212,967 | 3,707 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $204,626 | 3,707 | Shares | Sole | 2023-11-01 | |
| 2021-12-31 | $201,555 | 3,716 | Shares | Sole | 2022-01-19 | |
| No filing history on record for this holder in this stock. | ||||||