Bradley & Co. Private Wealth Management, LLC
Position in CARR — CARRIER GLOBAL Corp
CIK 1861678
MIAMI, FL
Position in CARR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$36,381
+$8,452 QoQ
Shares Held
496
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,428
of 1,621 holders
Holding Since
Mar 2021
21 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, 2026Bradley & Co. Private Wealth Management, LLC holds $36,381 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
|
496 | $36,381 |
All Filings in CARR
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,381 | 496 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $27,929 | 496 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $26,208 | 496 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $29,611 | 496 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $33,667 | 460 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $29,164 | 460 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $31,399 | 460 | Shares | Other | 2025-02-04 | |
| 2024-06-30 | $29,016 | 460 | Shares | Other | 2024-07-31 | |
| 2024-03-31 | $26,739 | 460 | Shares | Other | 2024-04-29 | |
| 2023-12-31 | $26,427 | 460 | Shares | Other | 2024-02-02 | |
| 2023-09-30 | $25,392 | 460 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $22,866 | 460 | Shares | Other | 2023-07-25 | |
| 2023-03-31 | $21,045 | 460 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $18,975 | 460 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $16,357 | 460 | Shares | Other | 2022-10-21 | |
| 2022-06-30 | $16,403 | 460 | Shares | Other | 2022-07-25 | |
| 2022-03-31 | $21,100 | 460 | Shares | Other | 2022-05-06 | |
| 2021-12-31 | $24,950 | 460 | Shares | Other | 2022-01-21 | |
| 2021-09-30 | $23,809 | 460 | Shares | Other | 2021-11-05 | |
| 2021-06-30 | $22,356 | 460 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $19,421 | 460 | Shares | Other | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||