Position in CARR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$38,362
+$8,912 QoQ
Shares Held
523
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,419
of 1,618 holders
Holding Since
Dec 2024
7 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, 2026CONSULTIVA WEALTH MANAGEMENT, CORP. holds $50,730 across 2 Building Products & Equipment names. CARR ranks #1 (75.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
This page
|
523 | $38,362 | |
| 2 | MAS |
Masco Corp /De/
|
152 | $12,368 |
All Filings in CARR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,362 | 523 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $29,450 | 523 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $27,635 | 523 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $31,223 | 523 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $38,278 | 523 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $33,158 | 523 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $19,112 | 280 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||