Wescott Financial Advisory Group, LLC
Position in CARR — CARRIER GLOBAL Corp
CIK 1864880
Philadelphia, PA
Position in CARR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$304,915
+$71,567 QoQ
Shares Held
4,157
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,072
of 1,618 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Wescott Financial Advisory Group, LLC holds $3,485,977 across 3 Building Products & Equipment names. CARR ranks #3 (8.7% of the industry book) .
All Filings in CARR
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,915 | 4,157 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $233,348 | 4,144 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $219,972 | 4,163 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $237,426 | 3,977 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $293,784 | 4,014 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $253,219 | 3,994 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $269,149 | 3,943 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $305,781 | 3,799 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $239,136 | 3,791 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $285,011 | 4,903 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $281,677 | 4,903 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $270,645 | 4,903 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $243,728 | 4,903 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $224,312 | 4,903 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||