Position in CARR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,483,943
+$425,653 QoQ
Shares Held
20,231
+7.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#562
of 1,624 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, 2026NewEdge Wealth, LLC holds $14,383,401 across 9 Building Products & Equipment names. CARR ranks #5 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LII |
Lennox International Inc
|
6,537 | $3,745,374 | |
| 2 | JCI |
Johnson Controls International plc
|
18,568 | $2,712,970 | |
| 3 | GFF |
Griffon Corp
|
22,970 | $2,240,264 | |
| 4 | TT |
Trane Technologies plc
|
4,272 | $2,098,235 | |
| 5 | CARR |
CARRIER GLOBAL Corp
This page
|
20,231 | $1,483,943 | |
| 6 | BLDR |
Builders FirstSource, Inc.
|
6,807 | $609,090 | |
| 7 | CSL |
Carlisle Companies Inc
|
1,669 | $605,429 | |
| 8 | MAS |
Masco Corp /De/
|
6,814 | $554,455 |
All Filings in CARR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,483,943 | 20,231 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,058,290 | 18,794 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,046,020 | 19,796 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $846,247 | 14,175 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $794,770 | 10,859 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $356,498 | 5,623 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $248,739 | 3,644 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||